Solutions · Tech Transfer
Tech transfer,from charter to comparability.
Coordinated agents draft the charter, the process and analytical transfer plans, and the comparability package from your development history, with review points where your experts decide.

Run · task breakdown
Orchestrations: specialist agents coordinated across multi-step work, with human review built in.
Atransferlivesordiesonwhatthereceivingsiteknows.Sofiecarriestheprocessknowledgeacross,documentbydocument,andnamesthegapsbeforetheybecomedeviations.
Work Sofie takes on
Tech transfer work Sofie takes on
The largest set in the Workflow Library: 19 tech transfer workflows, from charter to lifecycle plan.
01
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
02
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
03
Analytical Transfer Plan Author
Tech Transfer · Author
Authors a GMP-compliant Analytical Transfer Plan in two tasks: extracts the ATP Template's field schema, then maps method parameters, validation/performance data, equipment specifications, acceptance criteria, and governance entries from the Analytical Transfer Workspace, Reference Documents, and ATP Procedure Reference to every field with sending/receiving site attribution — then authors GMP-compliant narrative and tabular content strictly traceable to that data and fills the template into a single ATP CoDraft.
Estimated time saved
~18–28 hrs per ATP document
04
Knowledge Gap Assessment
Tech Transfer · Workflow
Authors, or independently reviews, a GMP-compliant Knowledge Gap Assessment for a defined product/process/site-pair technology transfer scope.
Estimated time saved
~15–25 hrs per knowledge gap assessment
05
MSAT Execution Plan Author
Tech Transfer · Author
Authors a GMP-compliant MSAT Execution Plan — the governing document covering scope, objectives, roles, deliverables, and risk management for technology transfers from process development handoff through PPQ completion.
Estimated time saved
~25-40 hrs per MEP document
06
Scale-Down Model Qualification Protocol Author
Tech Transfer · Author
Authors a GMP-compliant Scale-Down Model Qualification (SDMQ) Protocol — the execution-ready document that defines equipment, personnel, procedure, sampling, and pre-approved (locked) acceptance criteria for conducting scale-down model qualification runs.
Estimated time saved
~20–35 hrs per SDMQ Protocol
07
Comparability Protocol Author
Tech Transfer · Author
Authors a GMP-compliant, ICH Q5E-aligned Comparability Protocol — the study-level, execution-ready document that operationalizes an approved Comparability Plan into a detailed, testable study design for a specific triggering change.
Estimated time saved
~20–35 hrs per CPR document
08
Technology Transfer Summary Author
Tech Transfer · Author
Authors a GMP-compliant Technology Transfer Summary — the capstone retrospective document consolidating outcomes across all technology transfer workstreams (Process Transfer, Analytical Method Transfer, MSAT Execution, Process Validation [Engineering + PPQ], and Analytical Method Validation) into a single controlled summary governed by the Technology Transfer Charter.
Estimated time saved
~35–50 hrs per TTS document
09
Lifecycle Management Plan Author
Tech Transfer · Author
Authors a GMP-compliant Lifecycle Management Plan — the governing document for post-approval lifecycle management, bridging Continued Process Verification and Annual Review outcomes into forward-looking Established Conditions definition, Post-Approval Change Management Protocol (PACMP) strategy, and change category risk classification.
Estimated time saved
~25–40 hrs per LMP document
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.
Kickoff
The charter is drafted before the first meeting
- Before
- Scope, roles, deliverables and stage gates are assembled from proposals, emails and the last project's charter.
- With Sofie
- Sofie generates the charter from the agreement and the sending site's package, and the team starts by reviewing it.
Receiving the package
Knowledge gaps surface on day one
- Before
- Missing development data is discovered during execution, when it costs a batch or a schedule slip.
- With Sofie
- A knowledge gap assessment reads everything received and lists what the receiving site still needs, with the source for each finding.
Comparability
Protocol and report from the same evidence
- Before
- The protocol and the report are written weeks apart by different people from different copies of the data.
- With Sofie
- Sofie drafts both from the same workspace, so criteria, results and conclusions stay consistent and traceable.
“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.”
The platform behind it
Part of one connected platform

Orchestrations
Specialized agents coordinated across multi-step work, with human review points.

Workflow Library
116 prebuilt biopharma workflows, ready to configure and run.

Workspaces
Every program, site and client, with its files, people and history in one place.

CoDraft
Word-faithful documents Sofie drafts, redlines and cites with your team.
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.

