Annual Evaluation Form: Legal Assistant
Employee Name
Evaluation Period
Evaluator Name
Evaluator Email
1. Reception & Office Presence
Criteria
Needs Improvement
Meets Expectations
Exceeds Expectations
Not Applicable
Punctually opens office and ensures a clean, professional environment
Greets clients professionally and warmly
Maintains a polished, professional appearance
Comments (if applicable):
Note anything about punctuality, professionalism, or client interactions.
2. Administrative & Legal Support
Criteria
Needs Improvement
Meets Expectations
Exceeds Expectations
Not Applicable
Accuracy in document preparation
Timeliness in completing assignments
Basic understanding of legal terminology, processes, and procedures
Filing, scanning, and document management
Organization and attention to detail
Confidentiality and discretion
Comments (if applicable):
Note anything related to document quality, legal knowledge, organization, or confidentiality.
3. Calendar & Task Management
Criteria
Needs Improvement
Meets Expectations
Exceeds Expectations
Not Applicable
Uses Rocket Matter effectively
Manages appointments and schedules with accuracy
Checks, processes, and routes mail without prompting
Tracks and logs certified mail properly
Comments (if applicable):
Share observations related to scheduling accuracy, mail handling, or task tracking.
4. Initiative & Office Support
Criteria
Needs Improvement
Meets Expectations
Exceeds Expectations
Not Applicable
Proactively stocks office and grocery supplies
Prepares for monthly breakfasts and office events
Notifies team appropriately about absences
Takes ownership of office tasks (trash, cleaning, etc.)
Comments (if applicable):
Share input about initiative, dependability, or ownership of office tasks.
5. Communication & Team Dynamics
Criteria
Needs Improvement
Meets Expectations
Exceeds Expectations
Not Applicable
Contributes positively to team culture
Answers phones courteously and routes calls effectively
Communicates clearly with attorneys, clients, and staff
Responds professionally and promptly to feedback
Demonstrates teamwork and support for attorneys and staff
Comments (if applicable):
Comment on clarity, tone, responsiveness, or collaboration with team members.
6. Reliability & Time Management
Criteria
Needs Improvement
Meets Expectations
Exceeds Expectations
Not Applicable
Effectively handles unexpected or high-pressure situations (e.g., being the only staff in office, walk-in clients, last-minute errands)
Demonstrates ability to multitask and manage competing priorities
Follows through on tasks without reminders
Manages time and availability responsibly, including adjusting lunch breaks or hours to support attorneys and team coverage needs
Comments (if applicable):
Note anything about reliability, adaptability, or handling of time-sensitive demands.
7. Overall Performance and Goals
Strengths (if applicable):
Highlight the employee's most valuable contributions or standout qualities.
Areas for Improvement (if applicable):
Identify any opportunities for development or training.
Goals for Next Review Period (if applicable):
Suggest specific goals or objectives for professional growth.
Submit Evaluation
