Find out what your firm can't see.
The Financial Diagnostic surfaces the operational patterns quietly affecting your billing, retention and team performance, starting with how you read the situations your team deals with every day.
What this measures
Most diagnostics tell you about your style, your type and your strengths. This one asks a different question entirely.
Not who you are as a leader, but what's actually happening in the everyday situations your team deals with and what that's costing.
You answer 21 questions by predicting how your team would describe seven operational situations. Not how you'd rate yourself but how you think they'd rate the situation.
Your prediction, compared against what your team actually reports, is where the blind spot becomes visible and measurable.
Your confidence has two sides
Many leaders already feel confident in how they read their team. That feeling makes complete sense because you're close to the work, and you're paying attention.
But there are two sides to that confidence: how you read a situation, and how your team actually experiences it. Those two things don't automatically match.
The question isn't whether you understand your team well. It's whether their account of these everyday situations would match yours.
Where firms lose money without realising it
- Senior people pulled into avoidable issues
- Work corrected or clarified late
- Tasks moving back up the chain
- Billing inconsistency across the team
- Write-offs signed off without challenge
- Partner load disproportionate to output
- Good people leaving for avoidable reasons
- Replacing a fee earner costs around 2x salary
- And takes 6–9 months to recover
30% typical capacity loss
These losses rarely announce themselves dramatically. They build quietly and by the time they are clearly visible, the cost is already significant.
How the diagnostic works
Stage 2 - How your team experiences the situation
TrustLytics® brings in anonymised team-level data on how these situations are actually experienced by the people around you, and shows you exactly what the gap between Stage 1 and Stage 2 is costing. That gap is where the blind spot actually lives.
Stage 1 - How you read the situation
Answer 21 questions designed to surface the leadership patterns that are easiest to miss when you're closest to them, and get an illustrative read on what those operational patterns could be costing your firm.
This diagnostic is designed for you if:
You are a managing partner or partner in a law or accountancy firm with between 25 and 250 people.
You are responsible for team performance, billing or both.
And you have a sense that something is affecting performance that you haven't been able to clearly identify or address.
If that is you the financial diagnostic is the right starting point.
What happens after the diagnostic
For firms that want to go further, TrustLytics adds the second layer turning operational blind spots into competitive advantage.
Bespoke calibration programme:
- Focused 1:1 - 30 minute sessions
- Targeted at specific patterns
- Designed to create measurable change within weeks
This is not a generic training programme.
It’s designed to help leaders make small adjustments that directly impacts productivity and how performance is delivered.