Background | Accountants or tax preparers | Ph.D. engineers & innovation strategists |
Approach | Interview after-the-fact | Design eligibility before R&D begins |
Innovation Methodology | None | TRIZ, bias audit, AI hypothesis builder |
Documentation Style | Manual notes, emailed summaries | Live Engineering Log™ (real-time, audit-safe) |
Claim Focus | What already happened | What could qualify if designed right |
Typical Client Liaison | Finance or tax team | Engineering, product, or R&D lead |
Mindset | Cost recovery | Systematic innovation with funding built-in |
Deliverables | Claim file & T661 | Eligibility audit, narrative, roadmap, refund forecast |