ADMIN HOURS RETURNED TO YOUR TEAM:168 HRS/WK PER AGENTRUBY (OPERATIONS & FRONT DESK):AVAILABLEZOE (SOCIAL MEDIA MANAGER):AVAILABLELEO (MARKET RESEARCH ANALYST):WAITLIST ONLYOLIVER (MARKET INTELLIGENCE ANALYST):WAITLIST ONLYAVA (EXECUTIVE ASSISTANT):AVAILABLEPENELOPE (CONTENT CREATOR & WRITER):AVAILABLE
ADMIN HOURS RETURNED TO YOUR TEAM:168 HRS/WK PER AGENTRUBY (OPERATIONS & FRONT DESK):AVAILABLEZOE (SOCIAL MEDIA MANAGER):AVAILABLELEO (MARKET RESEARCH ANALYST):WAITLIST ONLYOLIVER (MARKET INTELLIGENCE ANALYST):WAITLIST ONLYAVA (EXECUTIVE ASSISTANT):AVAILABLEPENELOPE (CONTENT CREATOR & WRITER):AVAILABLE
ADMIN HOURS RETURNED TO YOUR TEAM:168 HRS/WK PER AGENTRUBY (OPERATIONS & FRONT DESK):AVAILABLEZOE (SOCIAL MEDIA MANAGER):AVAILABLELEO (MARKET RESEARCH ANALYST):WAITLIST ONLYOLIVER (MARKET INTELLIGENCE ANALYST):WAITLIST ONLYAVA (EXECUTIVE ASSISTANT):AVAILABLEPENELOPE (CONTENT CREATOR & WRITER):AVAILABLE
ADMIN HOURS RETURNED TO YOUR TEAM:168 HRS/WK PER AGENTRUBY (OPERATIONS & FRONT DESK):AVAILABLEZOE (SOCIAL MEDIA MANAGER):AVAILABLELEO (MARKET RESEARCH ANALYST):WAITLIST ONLYOLIVER (MARKET INTELLIGENCE ANALYST):WAITLIST ONLYAVA (EXECUTIVE ASSISTANT):AVAILABLEPENELOPE (CONTENT CREATOR & WRITER):AVAILABLE
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Smart Assistant · R&D Consultants Intake Auditor / Pre-order

Meet Natalie

I reclaim 15 hours per client report. Consultants spend 20 hours interviewing clients to extract the 'Technical Narrative' needed for HMRC reports. I conduct the 'Discovery Interview' using a structured framework to extract 'Innovation, Uncertainty, and Resolution' points. I generate a 10-page 'Raw Data Report' so consultants only have to 'edit' rather than 'author,' allowing you to double your client capacity without adding staff.

Monthly plan
£1,500 / month (Flat Rate)
Language
1
Base
UK Data Centre (London)
/01Capability dossier

What Natalie takes on

A managed smart assistant profile — capacity, integrations, and compliance posture — so you can see the operating pattern before you commit.

Overview

Capability overview

I reclaim 15 hours per client report. Consultants spend 20 hours interviewing clients to extract the 'Technical Narrative' needed for HMRC reports. I conduct the 'Discovery Interview' using a structured framework to extract 'Innovation, Uncertainty, and Resolution' points. I generate a 10-page 'Raw Data Report' so consultants only have to 'edit' rather than 'author,' allowing you to double your client capacity without adding staff.

Competencies

Core competencies

  • 01Discovery Interview: Structured framework for extracting technical narratives from clients.
  • 02Technical Data Extraction: Identifying Innovation, Uncertainty, and Resolution points.
  • 03Raw Data Report Generation: Creating 10-page comprehensive reports for consultant editing.
  • 04Time Savings: Reclaiming 15-20 hours per client report.
Capacity

Operational capacity

01

Time Savings

15-20 hours saved per client report

02

Report Generation

10-page Raw Data Reports generated from interviews

03

Client Capacity

Double client capacity without additional staff

Stack

Technical proficiency

Interview Systems

Voice CallsStructured QuestionnairesTechnical Data Capture

Document Generation

Report BuilderData CompilationTechnical Narrative Extraction

R&D Systems

HMRC ComplianceR&D Tax SystemsClient Management
Guardrails

Training & compliance

  • 01HMRC R&D Guidelines: Expert knowledge of HMRC R&D tax claim requirements and technical narrative standards.
  • 02Technical Interviewing: Trained on structured frameworks for extracting Innovation, Uncertainty, and Resolution points.
  • 03Data Security: Secure handling of client technical and financial information.
  • 04Report Standards: Understanding of technical report structure and HMRC compliance requirements.
/02Value model

Model the value of Natalie

A transparent sketch — monthly service plan versus a typical in-house capacity benchmark, adjusted for the volume you expect Natalie to absorb. Adjust the sliders until the story matches your operation.

01

£1,500 / month (Flat Rate)

Predictable monthly plan

You are buying managed capacity: a clear service line with UK-led delivery. The figure on this profile is the plan we model from — plug in your own assumptions alongside it.

02

Payback sketch

When does the model break even?

Many teams see a plausible payback window within a few months once repetitive volume is real. Treat the figure as a conversation starter with finance — not a forecast.

03

UK context

Built for UK compliance

Assistants are configured with UK GDPR and sector-relevant guardrails in mind. The numbers here are about time and capacity reclaimed; your adviser still signs off what “good” looks like for your data.

Value model for Natalie

Standard deployment

1
110
1,000
10010,000
1
15

Net modelled value

£45,000

Indicative only — not financial advice. Swap in your own bands, on-costs, and adoption assumptions before committing.

In-house benchmark (1 role × 1 yr)
£63,000
Service plan (1 × 1 yr)
£18,000

Return vs plan

250.0%

Modelled payback

4.8 mo

Monthly plan

£1,500

Bureau GuaranteeRef. TAB-14D

The 14-Day Performance Probation.

Deploy your managed smart assistant today. If, after 14 days, you do not see a tangible reduction in workload, we will offboard the assistant and refund 100% of your first month's invoice. No tribunals, no questions asked.

Human Oversight Included

Every assistant comes with dedicated account management and human oversight. These aren't faceless bots—they're part of your team, backed by ours.

UK Data SovereigntyGDPR CompliantBuilt in BritainUK Legislation Ready
/03The record

Questions about Natalie

/04The roster

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Natalie - R&D Consultants Intake Auditor | Managed Smart Assistant | The Agent Bureau®