Clone of 2026 Goals, Practice Development & Firm Operations

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1. Your 2026 Professional Goals - What are your top 2–3 professional goals for 2026 (skills, responsibilities, efficiency, leadership, cross-training, etc.)?* This field is required.

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2. Role Clarity & Responsibilities - Are your current responsibilities clear and aligned with what you were hired to do? If not, what adjustments would help you be most effective?* This field is required.

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3. Workload & Support - Is your workload manageable and sustainable? What changes would help (staffing, delegation, deadlines, coverage, task assignment, communication)?* This field is required.

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4. Training & Development - What training would help you most in 2026 (software, procedures, client communication, calendaring, filings, organization, etc.)? Any certifications or courses you want to pursue?* This field is required.

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5. Tools, Equipment & Technology - What tools/equipment/software would materially improve your ability to do your job? Please name specific programs or features if possible and explain the benefit.* This field is required.

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6. Processes & Efficiency - What is one process we should start, stop, or improve to reduce friction and improve quality (intake, document handling, filings, time entry, task tracking, templates, communication)?* This field is required.

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7. Workflow Bottlenecks - Where do matters most commonly slow down (internally or externally)? What change would reduce delays or rework?* This field is required.

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8. Team Communication & Coordination - What would improve day-to-day communication and coordination (between attorneys/staff, departments, remote/in-office, handoffs, escalation path)?* This field is required.

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9. Recognition, Compensation, and Retention (Optional) - What would help you feel supported and valued in 2026 (compensation/benefits, scheduling flexibility, workload balance, recognition, growth path)?

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10. Additional Feedback - What else should leadership know to improve your work experience and help the firm operate more effectively in 2026?* This field is required.

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Your first name* This field is required.