For R&D tax advisers

Chasing clients for notes, then rewriting them into technical narratives?

A Claude Skill that turns your client’s notes into a first draft of every project description, with dates checked and weak spots flagged before you submit.

What your clients go through

Hypervine, a satellite data services company, spent 2 years and 1 month getting one R&D claim accepted. HMRC first said the research wasn’t innovative. The team had to dig out the dates for every project, line them up with financial years, and explain the technological advance again and again. HMRC’s fastest reply took a month.

“In hindsight, AI would have solved a lot of the problems faster and more easily. At the time I used it to help me understand the terminology and to break long HMRC documents down into what they were actually asking for. Then I gathered the information and sent it over. Now AI can do almost all of that by itself, which leaves me the time to review and send.”
Paul Duddy, Director, Hypervine

From client documents to HMRC-ready

Worked example, 1 of 4

1. Client notes

As the client sent them

“We tried a few coatings in 2023. The bought-in one cracked above 180°C. We made our own. Not sure of the exact weeks.”

Test log, run 14, 3 November 2024: cracking stopped on the small panels.

Timesheet export: names and hours, no project codes.

Ticket: “Make the finish look better for the sales samples.”

What the Skill does for your team

•Reads the client’s notes, test logs, timesheets and tickets.
•Drafts each project description in your format: the baseline, the advance sought, the uncertainties, and how they were resolved.
•Checks project dates against accounting periods and splits hours by year.
•Flags commercial aims written as technical ones, and uncertainties that are too vague.
•Shows the source of every statement, so your team can answer HMRC quickly.

Your adviser still reviews and signs off. The Skill only removes the blank page.

Your clients’ documents stay confidential

•I set Claude up on a business plan (Team or Enterprise). On those plans, Anthropic does not use your client documents to train its models.
•I switch off chat rating for your organisation, so no conversation is shared as feedback.
•I set how long chats are kept, to match your own retention policy.
•Your firm gets Anthropic’s data processing agreement for your compliance file.
•I show your team what to remove from client documents before uploading.

Similar customer

“Skirr AI built one structured AI workflow around our template and house style, and trained the team to use it.”
Jorji Wyllie, Office Manager, Drummond Roofing Consultancy

FAQs

Does it replace our advisers?

No. It drafts and organises. Your advisers decide what qualifies and sign off every claim.

Will HMRC accept claims written with AI?

HMRC judges the claim, not the tool. The Skill makes the evidence clearer and easier to check, but it can’t guarantee the outcome.

What can clients send?

Notes, scans, photos, spreadsheets, PDFs, and exports from Jira or GitHub.

Can it follow our template?

Yes. The Skill is built around your format and tested on 5 of your past claims before handover.

How long does setup take?

Usually one call to set up Claude, then about an hour per Skill.

I set up AI for your team

•Claude set up on a business plan, with training and feedback switched off and retention set to your policy.
•Claude Skills built around your own templates.
•Each Skill tested on 5 of your real examples.
•A 30-minute handover, so your team can run it on their own.

Book a call