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The workflow

From a template to an inspection-ready record

Four steps that pharma teams and their CMO and CLO partners run together for every batch.

Step 01

Configure templates

Create templates for automated data extraction, manual entry, or file sharing. Validation rules and a predefined structure ensure you stay in control of your data. No code required.

  • CSV upload, no code required
  • Numeric, date, text, and locked fields
  • Every change is versioned
Template Configuration Interface
Manage Members Interface
Step 02

Invite your collaborators

Invite internal teams or external partners. Scoped access ensures partners only see the templates assigned to them.

  • Admin, Submitter, Reviewer, and Read-only roles
  • Multiple partner organizations in one workspace
  • Submission status visible as it happens
Step 03

Enter and verify

Users complete the templates in their browser. Controlled workflows, optional verification, and conflict resolution keep you compliant.

  • Field validation catches errors at entry
  • Double-blind entry for high-risk batches
  • Independent reviewer resolves conflicts; everything is logged
Conflict Resolution Interface
Export Interface
Step 04

Use your data

Export verified records in multiple formats, run in-built analytics, or connect to your data directly via API.

  • PDF exports include a SHA-256 tamper hash
  • Audit trail captures who did what, when, and why
  • 21 CFR Part 11 compliant

Schedule a demo

Most teams have their first live submission within weeks, not months.

Book a demo