The Transfer: April 2026

More Intuitive Interface

Biopharma technical work demands focus. This release redesigns Sofie's interface to protect it — fewer steps between you and the work that matters, with everything organized around how your day actually moves.

Homepage Refresh

See your most recent conversations and artifacts the moment you open Sofie, with a redesigned homepage built to get you started faster.

Comprehensive Global Search

Find any conversation, workspace, document, meeting, spreadsheet, or template instantly, with inline suggestions that prioritize active tasks and recent work.

Reorganized Chat Window

Start every conversation with new Content and Settings options that deepen every answer before you type a single word. Embed knowledge, turn on deeper research, or outline your workflow before the conversation even starts.

• Prompts: Turn your best instructions into reusable shortcuts in the prompt library so you can use it repeatedly with the same precision every time, so routine work never requires rethinking from the beginning.

• Context: Pull your workspace files, documents, and meeting notes directly into chat so every answer is grounded in your actual work.

• Deep research: Tackle complex questions with deep research, iteratively searching, reading, and reasoning its way through complex topics.

• Web search: Bring real-time information into any conversation by turning on web search so every answer is grounded in what's happening now, not just what it already knows.

• Plan mode: Think through complex workflows before a single step runs. Plan mode breaks multi-step tasks into clear, trackable stages so you can think through complex workflows before diving in.

Sofie Guide

Learn how to use Sofie — directly from Sofie itself. Get instant, cited answers drawn directly from our help documentation so you don’t have to search for answers, you can simply ask Sofie. Each answer Sofie provides is linked back to our documentation so you can explore related articles and learn more about the features that you use most. Toggle Sofie Guide on from the Settings icon in the chat window to:

• Get answers to feature and workflow questions 

• Troubleshoot issues 

• Explore how-tos for anything from prompts, memory, to biopharma-specific workflows

Redesigned Navigation

Get to the right place faster with streamlined navigation built around natural workflows. Common actions take fewer clicks, and frequently accessed areas surface automatically.

Sofie Everywhere and Relevant Suggestions

Get to Sofie faster with a persistent sidebar that lives across your workspaces, CoDrafts, and CoMeetings. Sofie surfaces contextual suggestions based on where you are, so every conversation starts with a relevant prompt.

Better Workspace Organization

See recent work, conversations, artifacts, activity history, and connected integrations in one unified workspace view.

Prompt Library

Save your best prompts, reuse them anytime, and share them across your team. The more your team builds, the more consistent every output becomes.

Sources Panel

See which workspace files, regulatory documents, and knowledge sources Sofie is drawing from, so every response is traceable back to its origin.

Deeper Capabilities with CoDraft

CoDraft is no longer just where you draft — it's where you work. This release turns it into a full document environment aligned to Microsoft Word, so the transition between tools feels seamless.

Professional Document Layout

Control headers, footers, page numbering, section breaks, and watermarks directly in CoDraft with preset layouts for SOPs, protocols, and batch records.

Richer Formatting and Structure

Build complex tables, nested lists, inline math, and the precise formatting that GxP documentation demands — with Word and PDF exports that match exactly what's on screen.

More Alignment with Microsoft Word

Import and export .docx files with formatting, structure, and styles preserved so CoDraft works alongside Word rather than replacing it.

Templates

Define structured fields, conditional sections, and reference documents to build reusable templates custom to your organization. Populate them manually or with Sofie's help. Templates ensure every output matches your quality system from the start — like deviation reports, CAPAs, and batch record summaries. Learn more.

Meaningful Integrations

We know integrations are an integral part of how you work, Sharepoint, Veeva, Outlook–it all needs to be accessible. We’ve made it easier to see your files in workspaces, add context and documents in chat, and pull content into CoDraft all within Sofie. Everything stays connected in the background so you can stay focused on the work.

What This Means for Your Team

Each of these releases solves a real problem on its own. The redesigned interface strips away the clutter that slows down focused technical work. Deeper CoDraft turns AI-generated output into a finished deliverable you can actually submit.

But the more important story is what happens when they work together.

A deviation lands on your desk. You open Sofie in the new interface, pull in your source documentation, and work through the investigation directly in CoDraft — structured, formatted, and built to your quality system's standards from the first line. You refine it in real time, with Sofie available throughout and every action captured in a complete, traceable record. A process that used to require assembling multiple tools and chasing edits across versions now moves in one place, from first draft to submission-ready document.

That's the compounding effect we've been building toward. Not two separate features shipped in parallel, but one system — designed to move the way biopharma technical operations actually do.

That's all for April, we'll see you next month!

If you want a fresh set of high-impact ideas tailored to your use of Sofie, request a 1:1.