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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.

Larkspur Biologics · Orchestrations
Tech Transfer Charter
BuildRunTest
ARMK

Run · task breakdown

Read run inputs3 files
Process Development LeadOpus 5.5
Analytical LeadGemini 3.1 Pro
Draft §4 Process description12 fields
Compile §7 Analytical methods9 fields
QA review gateWaiting

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.

Browse all 116 workflows
  1. 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

  2. 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

  3. 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

  4. 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

  5. 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

  6. 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

  7. 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

  8. 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

  9. 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.”
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.