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Solutions · CDMOs

More programs per site,without more headcount.

From the first RFP to batch disposition, Sofie carries each client program across business development, tech transfer, quality and operations, with every client's work kept in its own workspace.

Larkspur Biologics · Workspaces

Workspaces / Tech Transfer

LB-204 Tech Transfer

Search or ask across 1,284 files…

Syncing from SharePoint · 231 files

Recent files

Name · Modified
HTS-014 Hold-Time Study Report.pdfSending site · 38 pp
LB-204 Transfer Protocol v3.docxM. Kline · 2h ago
BR-2291 Executed Batch Record.pdfReceiving site · 64 pp
SOP-QA-017 Deviation Management.docxEffective 2026-03-01
PPQ Lot Summary.xlsx8 lots · A. Ruiz

Workspaces: every program's files, conversations, deliverables and meetings in one place.

ACDMOrunsmanyprogramsatonce,eachwithitsownclient,standardsandhistory.Sofiekeepseachonestraight,soyourteamscantakeonmorewithoutlosingthethread.

Work Sofie takes on

Work Sofie takes on across a CDMO

A cross-functional set from the Workflow Library, following a client program from proposal to release.

Browse all 116 workflows
  1. 01

    Proposal / RFP Response

    Business Development · Workflow

    Drafts or independently reviews a written response to a client RFP, RFI, RFQ, or an unsolicited/proactive proposal — end to end — so BD can move from solicitation to a review-ready proposal in one run, grounded strictly in supplied evidence.

    Configured to your procedures

  2. 02

    Technical Feasibility Assessment

    Business Development · Workflow

    Turn an incoming enquiry and your own site evidence into a defensible technical feasibility assessment — fit, capacity, gaps, risks and conditions — in an afternoon, not three weeks of round-robin emails.

    Manual effort today

    Two to three weeks of chasing MSAT, QC, QA and engineering for opinions, assembled into a document that quietly asserts capability nobody evidenced

  3. 03

    Statement of Work (SOW)

    Business Development · Workflow

    Turn your engagement notes and service offering into a tightly scoped SOW — in an afternoon, not weeks.

    Manual effort today

    10–20 hours drafting and negotiating scope across BD and delivery

  4. 04

    Tech Transfer Charter Generator

    Tech Transfer · Generator

    Authors a GMP-compliant Tech Transfer Charter — the governing document establishing scope, objectives, roles, deliverables, risk management, and stage-gate governance for a technology transfer engagement between an innovator and receiving site.

    Estimated time saved

    ~20–35 hrs per TTC document

  5. 05

    Process Transfer Plan Author

    Tech Transfer · Author

    Authors a GMP-compliant Process Transfer Plan in a single-agent, two-task run: extracts the controlled PTP Platform template's field schema dynamically, mines the Process Transfer Workspace (plus any Reference Documents and Governing Procedure) for process descriptions, batch records, analytical methods, equipment specifications, and stability data using dual-path reading, then authors and instantiates every discovered field — ensuring structural fidelity to quality system.

    Estimated time saved

    ~25–40 hrs per PTP document

  6. 06

    Quality Agreement

    Quality Records · Workflow

    Drafts or independently reviews a GMP Quality Agreement between a contract giver (product owner / MAH) and a contract acceptor (CDMO / CMO / contract lab), allocating GMP responsibilities, quality-system interfaces, and regulatory commitments.

    Configured to your procedures

  7. 07

    Deviation Investigation & CAPA

    Quality Records · Workflow

    Turn the event evidence — batch records, lab and OOS data, deviation logs, and governing SOPs — into an inspection-ready deviation investigation and CAPA plan: problem statement, timeline, evidence-bound root cause, SISPQ/product-impact assessment, and a CAPA plan, drafted and reconciled for QA review in an afternoon, not weeks.

    Manual effort today

    Days to weeks across QA and the investigation owner

  8. 08

    Change Control

    Quality Records · Workflow

    Turn a change request and whatever evidence you already have into an inspection-ready change control record — impact assessed across every system the change touches, classified against your own matrix, and reportability called — drafted and reconciled in an afternoon.

    Manual effort today

    Two to three weeks of meetings

  9. 09

    Project Management Dashboard

    Business Operations · Workflow

    Turn your schedule, risk, and action logs into a sign-off-ready status report and a live dashboard — in minutes, not days.

    Manual effort today

    4–8 hours per cycle compiling and reconciling status by hand

A day in the life

The same work, without the assembly.

Your experts still make every call. Sofie gathers the evidence, drafts in your format and marks what is missing.

Winning the work

Proposals grounded in what the site can actually do

Before
BD writes the proposal, then operations discovers what was promised.
With Sofie
Sofie drafts the proposal and feasibility assessment from the site's real capabilities and flags commitments that need operations sign-off.

Onboarding a client

Transfer starts with a complete picture

Before
The client's package is read piecemeal, and gaps appear during the first batches.
With Sofie
Sofie reads the full package into the program workspace, drafts the charter and transfer plan, and lists the gaps to close first.

Client meetings

Decisions captured and followed through

Before
Notes are written up after the call, and actions live in individual inboxes.
With Sofie
CoMeeting transcribes the session and drafts client-ready notes, with decisions and owners ready for follow-up.
“With Sofie, our team members have completed in minutes work that would have taken hours or days. That's not a one-time thing. We've seen it across workflows, across functions. I'm a believer.”
Cory LewisCEO, INCOG Biopharma

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.