Ask how they evidence the advance
Strong UK practices translate engineering work into the advance and uncertainty language HMRC expects. Request a redacted sample narrative structure (not a fabricated case study) and their SME interview plan.
Probe compliance operations
Clarify who signs off technical content, how they handle HMRC enquiries, and whether they prepare the additional information form fields your claim needs. Prefer clarity over volume promises.
Use Verified shortlists as a filter, not a rubber stamp
Index Verified reflects Credit Index claim review. It is not an HMRC endorsement. Compare two or three claimed practices on services and jurisdictions, then inquire with estimate context via /decide.
Software and adviser roles
Documentation platforms can improve evidence capture. They do not replace Corporation Tax judgment. Ask how any tool feeds the adviser’s review rather than bypassing it.