Evaluate every professional's performance with ease, efficiency & precision

Your annual review process doesn't have to be time-consuming. With our help, simplify any number of evaluations into one easy annual workflow. We understand the results your professional services firm needs to capture, including performance on projects and client work.

Refine every aspect of your firm’s performance, especially on client work

Performance management for billable professionals

viEval is the best-in-class tool for performance evaluation of professional work.

No client work overlooked

All client work and hours are automatically pulled in from billing systems, so evaluations can be completed quickly and easily.

Feedback from every angle

We build high-performance cultures with 360-degree annual evaluation and integration with real-time feedback for continuous improvement.

Customizable for any evaluation process

Our system can be easily customized for any role, department, or practice area.

What we do

Eliminate administrative hurdles with our feature-rich and flexible software

Evaluation process builder Pre-built, customizable, sophisticated

Set up one workflow that encapsulates all your evaluation needs

Create a performance management process of any complexity with our intelligent process builder. Use our pre-built templates for professional services firms or design your own process to capture precise feedback. Forms can be built for any type of evaluation, any department or practice group, and can integrate to inform other evaluations. Forms are easy to complete and can be accessed on any device from anywhere, with automated reminders to ensure they get completed on time. Simplify large and complex processes that can take months to complete into one efficient workflow.

Evaluation form builder Custom forms, competencies, performance factors

Save evaluator time and gather more effective feedback

Build your evaluation forms with our drag-and-drop interface, with options to rate performance by competencies (such as practice skills, management skills, client skills, organization-building skills) and performance factors (such as analysis and research, expertise, oral communication, writing). Streamline evaluations by displaying relevant information for your evaluators. Integrate with our other modules to bring in an employee’s learning status, skill tracking, real-time feedback, self-assessment results, demographics, and key projects they billed hours on.

Performance on client work or projects Multiple projects, multiple supervisors

Make sure all work completed throughout the year gets evaluated

Professional services firms have employees working on multiple projects for external clients or in house. This creates a complex evaluation relationship that we can simplify. Our software enables direct import of projects from your accounting system. The evaluatee indicates what projects they’ve billed hours on throughout the year, what they contributed, and which manager or partner supervised them. The indicated supervisors are assigned evaluations and can complete them easily thanks to the context, relevant work, and identifying information about the employee. Our evaluation progress tracker makes sure no billable work gets overlooked.

Dashboards & reporting Year-over-year, organization-wide, individuals

Analyze overall organization results and focus on individuals

Once your evaluation cycle is in place and running smoothly, you need tools to review the results. Look at evaluation timelines to see which ones are complete and send out automated email reminders for the ones that aren’t. Use organization-wide dashboards to oversee everyone and individual dashboards to check on your employee performance journeys. Review year-over-year trends to see how everyone is advancing in the long-term. Build summary reports for offices, departments, or individuals. View ranking reports to pinpoint top performers and those who need more guidance.

Set up one workflow that encapsulates all your evaluation needs

Create a performance management process of any complexity with our intelligent process builder. Use our pre-built templates for professional services firms or design your own process to capture precise feedback. Forms can be built for any type of evaluation, any department or practice group, and can integrate to inform other evaluations. Forms are easy to complete and can be accessed on any device from anywhere, with automated reminders to ensure they get completed on time. Simplify large and complex processes that can take months to complete into one efficient workflow.

Save evaluator time and gather more effective feedback

Build your evaluation forms with our drag-and-drop interface, with options to rate performance by competencies (such as practice skills, management skills, client skills, organization-building skills) and performance factors (such as analysis and research, expertise, oral communication, writing). Streamline evaluations by displaying relevant information for your evaluators. Integrate with our other modules to bring in an employee’s learning status, skill tracking, real-time feedback, self-assessment results, demographics, and key projects they billed hours on.

Make sure all work completed throughout the year gets evaluated

Professional services firms have employees working on multiple projects for external clients or in house. This creates a complex evaluation relationship that we can simplify. Our software enables direct import of projects from your accounting system. The evaluatee indicates what projects they’ve billed hours on throughout the year, what they contributed, and which manager or partner supervised them. The indicated supervisors are assigned evaluations and can complete them easily thanks to the context, relevant work, and identifying information about the employee. Our evaluation progress tracker makes sure no billable work gets overlooked.

Analyze overall organization results and focus on individuals

Once your evaluation cycle is in place and running smoothly, you need tools to review the results. Look at evaluation timelines to see which ones are complete and send out automated email reminders for the ones that aren’t. Use organization-wide dashboards to oversee everyone and individual dashboards to check on your employee performance journeys. Review year-over-year trends to see how everyone is advancing in the long-term. Build summary reports for offices, departments, or individuals. View ranking reports to pinpoint top performers and those who need more guidance.

Use Cases

Integrate any and all recurring evaluations into one comprehensive workflow

Run annual performance evaluations

Establish a year-end process of evaluations that will engage your employees and improve their performance. Assess the work they’ve done throughout the year with multiple forms of assessment, as well as goals and personal development plans.

Help your people with their professional development

Personal development plans (PDPs) give your professionals control over their career direction and create an action plan to help them get there. Your managers can consult PDPs in order to assign relevant work and nurture employee growth.

Align individual employee goals with your organizational goals

Employ goal setting to have your people identify their professional goals and how they can contribute to the firm’s business goals. Help them identify progress points and action steps they need to get there throughout the year.

Give professionals room to assess their own work with self-evaluations

Give your professionals ownership over their performance and help your managers stay up-to-date with valuable contributions they might have missed. Self-evaluation results can add context when it comes time for manager assessments of employees.

Capture every point of view with 360-degree evaluation

Combine evaluations streams to get a comprehensive view of individual and firm-wide performance. Cover all the bases with annual evaluations from managers, peers, subordinates, and self, as well as continuous feedback on work throughout the year.

Why our clients love viEval for performance management