Natalie
R&D Consultants Intake Auditor
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.
Natalie
R&D Consultants Intake Auditor
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.
Core Competencies
- Discovery Interview: Structured framework for extracting technical narratives from clients.
- Technical Data Extraction: Identifying Innovation, Uncertainty, and Resolution points.
- Raw Data Report Generation: Creating 10-page comprehensive reports for consultant editing.
- Time Savings: Reclaiming 15-20 hours per client report.
Operational Capacity (Daily)
Technical Proficiency (Native Integrations)
Interview Systems:
Document Generation:
R&D Systems:
Training & Compliance
- HMRC R&D Guidelines: Expert knowledge of HMRC R&D tax claim requirements and technical narrative standards.
- Technical Interviewing: Trained on structured frameworks for extracting Innovation, Uncertainty, and Resolution points.
- Data Security: Secure handling of client technical and financial information.
- Report Standards: Understanding of technical report structure and HMRC compliance requirements.
Ready to Deploy Natalie?
This assistant is in concept phase. Pre-order now to secure early access.
Model the value of Natalie
This is not a promise—it is a transparent sketch. We compare your assistant's monthly service plan against a typical in-house equivalent (loaded cost benchmark), then layer in how much volume you think Natalie will absorb. Adjust the sliders until the story matches your reality.
Predictable monthly plan, not a payroll line
You are buying a managed service: no National Insurance, pension, sick pay, or holiday accrual on this line item. The figure in the profile is the plan we model from—plug in your own assumptions alongside it.
When does the model break even?
Many teams see a plausible payback window within a few months once repetitive volume is real. The calculator shows a simple payback figure from your slider inputs—treat it as a conversation starter with your finance lead, not a forecast.
Capacity without a hiring cycle
Need to handle more tasks? Move the volume control. No job ads, notice periods, or bench cost for work that should never have sat on your best people's desks in the first place.
Built for UK compliance context
Assistants are configured with UK GDPR and sector-relevant guardrails in mind. The numbers here are about time and money reclaimed; your DPO or adviser still signs off what “good” looks like for your data.
Practical tip
Start where the work is boring but high-volume—then widen once you trust the operating pattern. Teams that get the most from this exercise name a real weekly hour drain before they touch the sliders.
Value model for Natalie
Figures are indicative only—not financial advice, not an offer. Swap in your own salary bands, on-costs, and adoption assumptions before committing capital.
Human Oversight Included
Every agent comes with dedicated account management and human oversight. These aren't faceless bots—they're part of your team, backed by ours.
