Review the evidence signals before interviewing. Then use the anchored descriptions—not instinct alone—to choose the score that best matches each answer.
01
Evaluation factor
Execution and reliability
35% weight
Check how they handle filing deadlines and volume: e-filing through PACER or state portals, Bates numbering, trial binders, chronologies, and calendaring statutes of limitation.
Evidence to listen for
Describes a workload they owned and how they kept it from slipping
Names the tools and systems they ran day to day
Can talk about volume: tickets, inboxes, orders, uptime
Nothing quietly falls through when they are busy
Five-point scoring guide
1
Poor
Cannot describe their own workload; things slip without them noticing.
2
Needs Improvement
Handles routine volume; drops work under pressure.
3
Satisfactory
Reliable on steady-state work; struggles when volume spikes.
4
Very Good
Consistently reliable at real volume with a system for staying on top.
5
Excellent
Names case types, filing systems used, and volumes handled; cites zero missed deadlines and describes their own docket tracking habits.
02
Evaluation factor
Improving the process
25% weight
Probe what they streamlined: document review workflows in Relativity or Everlaw, template motions and discovery responses, intake checklists, or billing capture in Clio.
Evidence to listen for
Has changed a process rather than only following one
Can name what was slow or error-prone and what they did about it
Documents so the improvement survives them
Knows when a process is worth automating and when it is not
Five-point scoring guide
1
Poor
Follows instructions only; no sense that process can change.
2
Needs Improvement
Notices problems but escalates rather than solving.
3
Satisfactory
Makes small improvements; impact is local and undocumented.
4
Very Good
Has redesigned a real process with measurable effect.
5
Excellent
Describes a concrete workflow they rebuilt, such as a privilege log template that cut review hours, with before and after numbers.
03
Evaluation factor
Judgement and autonomy
25% weight
Test where they stop and ask: spotting privileged material, unauthorized practice of law boundaries, conflicts checks, and flagging inconsistencies in deposition transcripts or medical records.
Evidence to listen for
Knows what to decide alone and what to escalate
Handles an exception without freezing or improvising recklessly
Protects confidentiality and access appropriately
Asks a clarifying question rather than guessing on something costly
Five-point scoring guide
1
Poor
Either escalates everything or acts recklessly on their own.
2
Needs Improvement
Needs frequent direction; uneasy with exceptions.
3
Satisfactory
Sound judgement on familiar decisions.
4
Very Good
Clear sense of their own authority; handles exceptions well.
5
Excellent
Draws a clear line on legal advice, gives an example of escalating a privilege or conflicts issue, and works unsupervised on routine drafting.
04
Evaluation factor
Communication
15% weight
Assess client and court contact: status calls with anxious clients, coordinating with opposing counsel's staff, clerk interactions, and summarizing a record for the attorney.
Evidence to listen for
Writes clearly enough that people act without a follow-up
Manages expectations before a deadline slips, not after
Handles a frustrated colleague or customer calmly
Works across time zones or async where the role needs it
Five-point scoring guide
1
Poor
Unclear written communication; goes quiet when things slip.
2
Needs Improvement
Communication needs chasing; raises problems late.
3
Satisfactory
Clear enough day to day; proactive updates are inconsistent.
4
Very Good
Clear, proactive, and calm under pressure.
5
Excellent
Explains complex procedure plainly to clients, keeps attorneys briefed without prompting, and stays composed in tense opposing counsel exchanges.
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