The scoreboard, and what is not on it. The hard targets, how often each is actually
looked at, and the quiet signals that never reach a dashboard.
Legal Hold Issuance Time
How quickly legal hold notices are drafted and sent out to custodians once a new matter is identified.
Target · Less than 24 hours from instruction If a new dispute is flagged at 10:00 AM on Monday, the legal hold notice should be issued by 10:00 AM on Tuesday. Missing this could mean critical data is lost.
Invoice Processing Accuracy
The percentage of outside counsel invoices processed without errors or requiring corrections due to OCG (Outside Counsel Guidelines) violations.
Target · Greater than 98% accuracy Out of 100 invoices processed in a month, you should only have two or fewer that need to be sent back to outside counsel for correction due to your error or a missed OCG violation.
Conflict Check Completion Rate
The percentage of conflict checks completed within our internal service level agreement (SLA).
Target · 100% completed within 4 business hours If a request for a conflict check comes in at 9:00 AM, it needs to be actioned and completed by 1:00 PM the same day. Delays here can hold up new matters.
Document Filing & Tracking Accuracy
The percentage of documents correctly filed, named, and logged in our document management system and internal trackers.
Target · Greater than 99% accuracy An audit of 500 documents you've filed should find no more than five errors in naming, location, or associated metadata. Getting this wrong means we can't find critical evidence when we need it most.
Adherence to Established Processes
How consistently you follow our documented procedures and checklists for tasks like legal holds, invoice review, and document management.
- You'll consistently use the latest templates, follow step-by-step guides without deviation, and your work will reflect a methodical approach. Your supervisor won't need to remind you about standard operating procedures
- you'll just do them.
Proactive Communication of Issues
Your ability to flag potential problems, delays, or questions early, rather than waiting for them to become urgent issues.
- You'll tell your supervisor, 'I'm struggling to get a response from this custodian, should I escalate?' or 'This invoice looks off, but I can't quite pinpoint why.' You're not just executing
- you're thinking a step ahead and asking for help when needed.
Learning & Application of Feedback
How quickly you absorb new information, apply training, and incorporate feedback into your daily work.
- After a review session, you won't make the same mistake twice. You'll ask clarifying questions during training and show a clear improvement in your tasks over time. You're keen to understand the 'why' behind the 'what'.
Team Support & Collaboration
Your willingness to assist colleagues with routine tasks and contribute to a positive team environment.
- You'll offer to help with a large filing task if you have capacity, or jump in to cover a basic request for a colleague who's swamped with a more complex matter. You're a reliable pair of hands for the team.