Find out what your firm can't see

The 18-question Diagnostic helps you understand where to focus when everyday operational patterns may be affecting time recording, write-downs and/or attrition.

Book a 15-minute call with Andre.

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Where blind spots appear

Six everyday situations. One pattern. A cost you can name.

The Diagnostic measures six situations your firm runs every week. In each one, it captures how you read the situation, and what that reading is likely costing.

  1. Work Review & Sign-off

    How work is handled when someone brings it forward as finished.

  2. Workload Assignment

    Who receives the difficult piece of work, and what decides it.

  3. Stepping Up

    What happens when someone takes on more than their role requires.

  4. Scope & Brief Changes

    What happens when the requirements change halfway through.

  5. Addressing Mistakes

    What happens in the conversation after a mistake is found.

  6. Requests & Follow-through

    Whether work comes back in time for what it is actually needed for.

How the Diagnostic works

Two perspectives make the pattern clearer

Stage 1

How you read the situation

Book a Diagnostic Call. From there you complete the Operational Diagnostic in your own time. 15 minutes, 6 situations, and an output that shows where your reading of each situation is likely creating a pattern and what that pattern is costing the firm.

Stage 2

How your team experiences it

TrustLytics® runs the same diagnostic with your team. The finding is the gap between how you read each situation and how your team experiences it. That gap is where write-offs, rework, and misdirected partner time sit.

What this measures

The Operational Diagnostic looks at how you read each situation, not your leadership style or how you rate your own strengths. The output is a pattern and a cost.

Where the cost starts to show

The pattern stays hidden. The cost does not.

  1. Billing & margin

    Revisions, write-downs and billable time disappearing into work that should not have needed doing twice.

  2. Capacity & delivery

    Senior people pulled back into work that should sit lower down, while avoidable rework compounds across the team.

  3. Retention & performance

    Operational frustration that never gets named as the cause, until it shows up in a departure or a performance conversation that arrives too late.

The cause is there. It just hasn't been named yet.

Who it is for

Managing partners and partners in law and accountancy firms where leadership is directly responsible for billing, delivery and performance.

When it is useful

Your firm is functioning, but margin, capacity or performance is under pressure.

What you receive

A clear read of which situations are generating friction, which commercial areas are carrying the cost, and where the calibration work needs to happen.

How the work starts

  1. Book a Diagnostic Call

    A focused conversation about the operational situations you want to understand and whether the Operational Diagnostic is the right next step for your firm.

  2. Complete the Operational Diagnostic

    Done in your own time. 15 minutes. It measures how you read each of the six situations and identifies where the pattern is costing the firm.

  3. See the gap

    TrustLytics® runs the same diagnostic with your team. The output shows where their experience of each situation differs from your reading of it, which commercial areas are carrying the cost, and where the work needs to happen.

  4. Close the gap

    Calibration coaching targets the specific situations creating the cost. Not behaviour in general — the decisions and conversations where the pattern is active.

Operational Diagnostic

Book a Diagnostic Call