Associate Performance Review Form - Free Editor
Associate Performance Review Form
Attorney Name: [Name]
Department/Practice Group: [Group]
Review Period: [Start Date] – [End Date]
Reviewer(s): [Partner/Supervisor Names]
1. Billable Metrics
| Metric | Target | Actual | Comments |
|---|---|---|---|
| Billable hours | [Target] | [Actual] | |
| Realization rate (%) | [Target] | [Actual] | |
| Collections/Accounts receivable follow-up |
2. Legal Skills and Quality of Work
Rate each area on scale (1–5) and provide examples.
- Research and analysis: [Rating] – [Comments]
- Writing and drafting: [Rating] – [Comments]
- Oral advocacy/presentation: [Rating] – [Comments]
- Case/project management: [Rating] – [Comments]
- Attention to detail and accuracy: [Rating] – [Comments]
3. Client Service and Responsiveness
- Responsiveness to clients and partners.
- Ability to understand client goals and deliver practical advice.
- Professionalism and communication.
4. Business Development and Firm Contributions
- Participation in marketing/client development activities.
- Cross-selling or expanding existing client relationships.
- Contributions to firm initiatives (technology, diversity, pro bono, committees).
5. Teamwork and Leadership
- Collaboration with peers, paralegals, staff.
- Mentoring of junior attorneys/summer associates.
- Initiative in leading matters or delegating effectively.
6. Professional Development
- CLEs attended, certifications, or advanced training.
- Progress on development plan goals from prior review.
- Areas for improvement and recommended training.
7. Pro Bono and Community Service
- Pro bono hours and impact.
- Community outreach or board service involvement.
8. Overall Strengths and Achievements
- Highlight major accomplishments, significant matters handled, client feedback.
9. Areas for Growth and Action Plan
- Specific improvement goals with timelines.
- Support/resources needed (mentorship, staffing, training).
10. Compensation/Promotion Recommendations (if applicable)
- Bonus or salary adjustment recommendation.
- Promotion readiness (e.g., from Associate to Senior Associate). Provide justification.
Signatures
Reviewer: ____ Date: __
Associate: ____ Date: __ (acknowledges receipt, not necessarily agreement)
HR/Professional Development Representative: ____ Date: __
Attach supporting documentation: client evaluations, work product samples, billable reports.
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