Professional partnerships
Extend your medical funding capabilities without disrupting the client relationship.
MITRAS works alongside accountants, tax lawyers, SR&ED firms, finance teams, and life-science organizations. I lead the medical research and funding work while your firm keeps its professional role and client relationship.
A clear handoff
Each professional keeps the work that belongs to their role.
The scope can cover medical SR&ED, grant assessment, or a broader funding roadmap. Responsibilities are agreed before client work begins.
MITRAS can handle
- Screen medical and life-science work for the right funding route.
- Lead the research interview and define the technical project boundary.
- Prepare the agreed claim, application, or funding analysis.
- Stay involved through professional coordination and review questions.
Your firm keeps
- Keep the client relationship and the work that belongs to your role.
- Provide the tax, legal, accounting, or financial advice the client needs.
- Review assumptions that affect your work before anything is submitted.
- Choose how closely you remain involved in the handoff and follow-up.
How collaboration starts
- 01
Start with the client question
Share the project stage, company involved, funding question, and any immediate deadline.
- 02
Set the roles
We agree on scope, communication, records, and responsibility before client work begins.
- 03
Close the loop
MITRAS leads the medical funding work and returns a clear summary of decisions and open questions.
Partnerships
Bring one client question or one idea for working together.
Client introduction template
Ethan, I would like to introduce [name] at [company]. They are considering whether [brief project description] may fit an SR&ED claim, grant, or funding review. I have asked [name] before making this introduction.Start an introduction →