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Templates

Your standards,filled in.

Start from 139 prebuilt biopharma templates, from tech transfer charters to CTD Module 3, or import your own. Sofie fills each field from your sources and records where every value came from.

Larkspur Biologics · Templates
Tech transfer

Tech Transfer Charter

44 fields

Validation

Process Validation Protocol

43 fields

Fields

34 of 44 filled
Product
Sending site
Receiving site
Process scale
PPQ lots
Hold-time support
Target PPQ start
Filling from LB-204 workspace · 2 data requests

Your own formats

The template your QMS approved, not a lookalike.

Most teams already have controlled templates. Sofie works with them as they are, so the output drops into your document system without reformatting.

  • Import your own .docx

    Bring the controlled template your QMS already approved. Mark its fields and conditional sections, and Sofie fills it in without changing the format.

  • A source on every field

    Each filled value records where it came from, with the citation kept, so a reviewer can check the basis for every entry.

  • Fill it yourself or with Sofie

    Complete fields by hand, ask Sofie to fill them from the workspace, or run an orchestration that ends in a filled template.

  • Versions, lineage and visibility

    Templates are versioned with their lineage recorded, and can be private, shared with a workspace or published across the organization.

Meeting summaries

Eight meeting templates, one for each kind of conversation.

A vendor call and an inspection prep session need different notes. CoMeeting writes each summary with the template for the meeting you held, and you can share it or carry it into the next piece of work.

  1. 01Standard
  2. 02Client / Customer
  3. 03Internal Project Update
  4. 04Tech Transfer
  5. 05Quality Review
  6. 06Regulatory Strategy
  7. 07Audit / Inspection Prep
  8. 08Vendor / Supplier

Start with one workflow.
Measure it. Then expand.

In a working session we choose a priority workflow, define your standards and review points, and agree how to measure speed, quality and capacity. Then you evaluate Sofie's work before deciding whether to expand.