R&D evidence capture for SR&ED
An evidence-capture practice for AI and automation builds — uncertainties, experiments, results — so a later SR&ED claim has a record to draw on.
What you get
Each deliverable names the format it arrives in. These are the formats the stack produces today.
Journal template
Document
Capture workflow
In your tools
Quarterly evidence packet
Document
Introduction to a CPA
Referral
How it works
- 1
Set up the journal
Uncertainty, hypothesis, experiment, result, learning: captured as the work happens.
- 2
Capture as you build
References and metrics, never raw customer data.
- 3
Pack quarterly
A packet a CPA can work from.
What runs where
On the platform
- Not applicable
Built for you
- Template, workflow and packet
What stays under your control
The promises that hold on every engagement, and the ones we do not make on this one.
On every engagement
- Outputs cite the document or conversation they came from, so a person can check before acting.
- A person approves anything that reaches a customer or writes to a system of record.
- Delivery is Slack, email or a document you own. Other channels are not offered.
- Fixed price, agreed before we start. Nothing numeric is published on this site.
The work runs on the TurnkeyGTM platform where it fits, and on plain software where it does not.
Not promised here
- Describes a practice; asserts nothing about eligibility.
- Filing is done by your CPA, not by us.
Questions we get asked
More in trust, safety & governance
PII protection and data handling
Redaction, minimisation and handling rules for personal data in transcripts, tickets and documents before any model sees them, with residency where your obligations require it.
See the deliverablesAI red teaming
Adversarial testing of an AI feature — jailbreaks, prompt injection, data exfiltration, tool abuse — with findings and mitigations you can act on.
See the deliverablesAI policy and governance advisory
Acceptable-use, model-risk and data-handling policy for a team facing client, insurer or regulator questions.
See the deliverablesHow an engagement runs
One call to scope it, one fixed price to approve, one build you can trust before it goes live, then a handover.
The full process- 1
Scope the work
A thirty-minute call on what your team does by hand every week, where the information lives, and who needs the output.
- 2
Fixed price, ROI up front
You get a written proposal with a fixed price and an honest estimate of the hours it gives back.
- 3
Build beside your process
We design and build the automation and run it next to the manual version until the outputs match and you trust them.
- 4
Hand over, keep it running
Documentation and runbooks so your team owns it.
Tell us where this fits in your week.
A thirty-minute call is enough to scope it. Fixed price, agreed before we start.