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Performance Management: Creating a Review Cycle

The platform helps firms run review cycles, manage promotion processes, and bring together insights from across their systems!

Written by Kaylee Welling
Updated today

Getting Started

To create a new review cycle:

  1. Click Create Review Cycle

  2. Add a Title and Description (supports rich text formatting)

  3. Configure the stages of your cycle:

    • Self-evaluations

    • Reviewer evaluations and Reviewer Selections

  • Consensus Review

  • Release Schedule

  • Acknowledgment

For each stage, you can:

  • Customize the stage name

  • Set start and end dates

  • Allow reviewees to select their own reviewers (optional)

Admins can also manually assign reviewers if preferred. Once created, you can edit the cycle at any time. Once these settings are saved, you can click "Next" to set up evaluations.

Setting Up Evaluation Forms

To create or manage forms:

  1. Click "Manage Evaluations Forms"

2. Create a new question by clicking "Create Question"

From here, add the relevant information and save:

Each for each question, the following can be customized:

  • Title and description

  • Question type:

    • Text Response

    • Single select

    • Multiple select

    • Rating scale

  • Optional settings:

    • “Not applicable” option

    • Additional comments field

    • Mark question as sensitive (responses to sensitive questions are only visible to admins by default)

For rating scale questions, you can:

  • Define the scale range

  • Add custom labels for each value

To edit or delete existing questions, hover over the three dots on the right:

Once the questions are saved and ready, they can be selected from the evaluations form list:

To remove a question, click the trash icon on the right:

Reviewer Visibility

Step 3 of the cycle set up is Reviewer Visibility. This allows you to select what forms and questions you want reviewers to see when filling out consensus evaluations for reviewees.

The Reviewer Visibility step is required for setting Consensus Stage visibility. Admins must choose what Consensus Reviewers are able to see in the slideouts when filling out Consensus Stage Evaluation Forms.

Select which forms to include, and which questions to show from each form. Rating questions and questions marked as Sensitive are automatically disabled from selection until the setting checkboxes are enabled.

Release Visibility

Step 4 of the cycle is Release Visibility which allows you to select what forms and questions you want reviewees to see when the evaluations are released.

You can also choose to:

  • Make reviewers anonymous

  • Enable questions marked as sensitive

    • These can only be viewed by admins

  • Enable rating questions

    • If the rating questions are not enabled, they will appear grey and won't be shown to reviewees.

Finalizing the Review Cycle

After confirming your questions, click "Next" to review your cycle details. You’ll see a summary screen where you can review your setup:

Matters

Matters can be added by clicking the Matters tab, then downloading our .csv template, filling it out, and uploading it here:

The template includes

  • Matter ID (a number you can come up with to differentiate between matters)

  • Matter Name

  • Attorney Email

  • Billing Attorney Email

  • Start Date

  • End Date

  • Hours Billed

  • Client Name

  • Description

Matters will be visible to reviewers when filling out an evaluation form via the 'View Profile' button. To view the matters associated with a reviewee as an admin, click on the reviewee's name and the slide out will appear:

Sharing and Editing the Review Cycle

Need to make changes to the Review Cycle's settings? Click the three dots in the upper right corner and click "Edit Review Cycle".

To share the link to the Review Cycle, click "Copy Link to Review Cycle":

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