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Law Firm

Legal Secretary

Performance Review Example

Law Firm

Legal Secretary

Job Description:
Provides administrative support to attorneys and legal professionals. Prepares legal documents, schedules appointments, manages correspondence, and assists in maintaining organized case files.
Performance Areas:
Document Preparation and Formatting
  1. How effectively does the employee prepare legal documents and correspondence?
  2. Does the employee ensure accurate formatting and adherence to legal guidelines?
  3. Does the employee maintain consistency in document style and presentation?
Case File Management and Organization
  1. How well does the employee organize and maintain case files and documentation?
  2. Does the employee ensure documents are accessible and easily retrievable?
  3. Does the employee assist in updating case files with relevant information?
Appointment Scheduling and Coordination
  1. How does the employee manage attorneys' calendars and schedule appointments?
  2. Does the employee coordinate meetings, hearings, and court appearances effectively?
  3. Does the employee handle scheduling conflicts and changes proactively?
Client Communication and Interaction
  1. How effectively does the employee communicate with clients and provide updates on case progress?
  2. Does the employee manage client inquiries and requests professionally and promptly?
  3. Does the employee maintain a positive and client-focused demeanor?
Legal Research Support
  1. How well does the employee assist in legal research tasks, such as case law and regulations?
  2. Does the employee locate relevant legal documents and resources efficiently?
  3. Does the employee support attorneys in gathering information for cases?
Filing and Document Management
  1. How effectively does the employee manage physical and electronic filing systems?
  2. Does the employee ensure accurate and timely filing of legal documents?
  3. Does the employee maintain confidentiality and data security in document management?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.

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Other 

Law Firm

Job Titles

Legal Intern

Participates in legal projects and tasks under the supervision of attorneys. Gains exposure to legal research, drafting, client interactions, and case preparation.
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Legal Administrative Assistant

Provides administrative support to legal professionals and assists in managing daily office operations. Handles clerical tasks, document management, and client communication.
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Legal Billing Specialist

Handles billing and invoicing processes for legal services provided by the law firm. Ensures accurate and timely billing, tracks expenses, and communicates with clients regarding financial matters.
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Legal Associate

Works closely with attorneys to support legal matters and client cases. Conducts research, drafts legal documents, participates in client meetings, and contributes to case preparation.
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Paralegal

Assists attorneys in legal research, case preparation, and administrative tasks. Gathers information, drafts legal documents, and supports clients in legal matters.
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Receptionist/Administrative Assistant

Manages front desk operations, greets clients, answers calls, schedules appointments, and provides administrative support to the legal team.
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Legal Secretary

Provides administrative support to attorneys and legal professionals. Prepares legal documents, schedules appointments, manages correspondence, and assists in maintaining organized case files.
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Managing Partner

Leads and manages the law firm's operations, business development, and client relationships. Sets strategic direction, oversees financial performance, and ensures the firm's success and growth.
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Corporate Attorney

Provides legal advice and services related to corporate transactions, contracts, and business operations. Represents corporate clients in negotiations, drafting agreements, and ensuring legal compliance.
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Litigation Attorney

Represents clients in legal disputes and provides legal advice and guidance on litigation matters. Collaborates with clients, prepares legal documents, conducts legal research, and advocates on their behalf in court.
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