Firm size

Feedback programs at a small law firm

What independent administration can produce when a firm has thirty lawyers rather than three hundred, what it cannot, and what the firm needs to agree before anything is fielded.

For firms where group sizes constrain what can be reported

The problem is sharper at this size

A small firm has the independence problem in a more acute form than a large one. The partner being assessed may be one of four people who allocate all of the work. The associate answering can usually name everyone else who was asked, and can estimate what each of them is likely to have said.

Volume protects a respondent at a large firm. At thirty lawyers there is no volume to protect anyone, so the protection has to come from how the program is built and from what the firm agrees not to look at.

Smaller firms are also the least able to create that independence for themselves. There is rarely a separate HR function with its own reporting line. The person who would administer the survey usually reports to the people being assessed, which the participants know before they answer.

What can be reported, and on what condition

Anonymity at small scale is arithmetic rather than policy. The threshold is set for your firm before the cycle opens, against the size of each population being surveyed, so you know which cuts a report can carry before anyone is asked to answer. Once the responses exist, the threshold cannot be loosened to produce a cut you wanted.

Firm-level findings

Available

The whole population is one survey at this size, so firm-level results do not depend on sampling.

Practice group and cohort cuts

Conditional

Reported where the group clears the threshold agreed before fielding. Below it, the cut is folded into the firm result or withheld.

Individual reviewee reports

Conditional

Reported where the rater pool for that person is large enough that answers cannot be attributed. For a partner supervised by three associates, it is not.

Written comments

Reduced

Every comment is reviewed for identifiability. At this size that review removes more than it does at a large firm, and some comments cannot be released in any form that protects the author.

Year-on-year movement

Available from cycle two

More dependable than a single cycle. Small samples move for reasons that are not signal, and a trend separates the two.

What a small firm gets that a large one does not

Benchmark comparison counts for more

A firm running its first cycle has no internal history to read results against. Comparison with the market is the only context available, and it is the part a firm cannot assemble on its own.

The whole firm fits in one cycle

At this size the full population is a single survey rather than a sampling exercise, so the result describes the firm rather than a sample of it.

Findings reach decisions quickly

The distance between a readout and a decision is short when the people who heard the findings are the people who allocate the work.

What the program needs from the firm

Four commitments, and the first two have to be made before fielding rather than during the cycle.

  1. Agree the threshold in advance. It governs what the report can carry. Agreeing it after the responses exist is not available.
  2. Decide what happens to a finding leadership dislikes.A small partnership will recognise who a finding concerns. Deciding the response in advance is easier than deciding it in the room.
  3. Name an owner at the firm. One person who holds the cycle, takes the readout and carries the follow-up.
  4. Report back to participants. Not the raw results, but what the firm heard and what it intends to do. Participation in a second cycle depends on it.

When this is not the right instrument

Three situations where an independently administered program will not give a small firm what it is looking for.

The firm wants individual scorecards for every partner, and the rater pools cannot support them. The program can be run, but it will produce numbers that should not be used that way, and using them anyway is worse than not having them.

The purpose is to document a decision the firm has already taken about one person. A survey of their colleagues is the wrong evidence for that, and participants generally work out what the exercise is for.

The firm cannot commit to telling participants anything afterwards. The first cycle will work. The second will not, and a program that stops after one cycle produces no trend, which is where most of the value sits.

The confidentiality standard does not change with firm size

The same four guarantees apply to a thirty-lawyer firm as to an Am Law 50 firm. What changes is how much the threshold withholds, not how the data is held.

Independent custody

Response data never enters your firm's systems in an identifying way. SRA holds and processes it as an independent party, under a data processing agreement in which your firm remains the controller.

Suppression thresholds

The reporting threshold is set for your firm before the cycle opens, against the size of each population being surveyed. Below it, a cut is reported in aggregate or withheld entirely rather than estimated.

Comments reviewed before release

Free-text responses are reviewed for identifiability, so no one can be recognized by role, matter or phrasing.

Certified handling

ISO 27001 certified. SOC 2 Type I available under NDA. GDPR Article 28 and CCPA aligned, with SRA as processor and your firm as controller.

On running a program at a small firm

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