WorkflowClinical Development

Protocol Author

Clinical trial protocol writing — from synopsis to a checked first draft, in your own approved language

A trial synopsis becomes a checked first-draft protocol in days, in your own approved language.

See one case, screen by screen ↓
demo3.2sto write all 14 sections of the first draft, in the sponsor template
demo58%of the draft is approved language from final protocols, each passage with its source
demo4checksfound in the draft before any reviewer saw it — 1 high: the Week 16 endpoint missing from the schedule
target4daysfrom synopsis to a checked first draft
The problem

Why a protocol takes weeks to draft — and still comes back as an amendment

The synopsis arrives from Clinical Development and the medical writer starts again from a blank sponsor template. Eligibility criteria, safety definitions, the estimand, the schedule of activities: most of it has been written and approved before, in an earlier protocol for the same drug or the same population. So the writer opens the old protocols and copies by hand, section by section, and changes the words that must change.

That is where the trouble starts. A schedule adapted from a Phase 2 study still assesses the endpoint at the old week. A contraception period changes in Section 5 but not in Section 9. Nobody sees it until team review — or until the protocol is with sites and the fix becomes a substantial amendment.

demo38daysmedian from synopsis to first draft, written by hand
typical45%of substantial amendments are avoidable
typical$535Kmedian cost of one substantial amendment in Phase 3
Where a protocol’s drafting days goestimated
By hand38 days
With the solution4 days
  • Reading the synopsis into the template3 → 0.5 d
  • Finding and copying language from old protocols10 → 0.5 d
  • Writing and adapting the 14 sections15 → 1.5 d
  • Cross-checking endpoints, schedule and windows6 → 0.5 d
  • Chasing open questions4 → 1 d

Estimated split for one Phase 3 protocol, from synopsis to first draft, by hand and with the solution. The by-hand total is the working solution’s own baseline of 38 days.

How it works

How a protocol moves

Five specialist agents read, reuse, write and check every section; a medical writer approves each one.

What comes in
Synopsis in1 synopsis · + approved protocols and template
Agents at work
Synopsis reader31 fields
Then
Approved-language retrieverfinal protocols only
Then
Section writer14 sections in parallel
Then
Consistency checkersynopsis ↔ draft
Then
Open-question collectorto named people
A person decides
Medical writerapproves each section
What comes out
Draft protocol
Source on every reused passage
Gap list
One case, step by step

One synopsis, from received to signed

VLT-302 is a Phase 3 trial of Veltrimab in moderate-to-severe plaque psoriasis. Its synopsis arrives at 8:12. Here is what happens next, screen by screen, in the working solution.

  1. 01Morning

    Every protocol that needs her, on one screen

    Lena Ortiz · Senior medical writer

    Lena opens the solution: 10 protocols in progress, 31 sections to approve across 7 drafts, 8 consistency checks to fix (2 marked high) and 8 open questions waiting on 3 people. At the top of her list, VLT-302: a new synopsis from Clinical Development, ready to draft, due Oct 23.

    Agents at work: “Synopsis reader — Read VLT-302 synopsis v1.0 · 31 fields from 9 pages.”

  2. 028:12

    The synopsis, read into 31 fields

    Synopsis reader

    The synopsis reader has already gone through all 9 pages: co-primary endpoints PASI 90 and sPGA 0/1 at Week 16, adults with PASI ≥12, sPGA ≥3 and BSA ≥10%, 150 mg SC at Weeks 0 and 4 then every 12 weeks, about 660 participants randomized 2:1 at about 120 sites in 14 countries. Next to it, the closest approved protocols: VLT-201 at 92% match — same drug and population, Phase 2.

    Its rule: quote endpoint wording, never paraphrase — and mark a timepoint as missing rather than guess it.

  3. 033.2 seconds later

    A first draft — 14 sections in her template

    Section writer

    Lena starts the draft. The agents map the synopsis to Sponsor template v3.2, search 38 final protocols and find 112 passages that fit, then write all 14 sections in parallel. The overview shows where the text came from: 58% approved language with its source, 29% new from the synopsis and cited to the page — with 4 checks to fix and 4 open questions for 3 people.

    “First draft ready — 14 sections in your template. Written by 14 section writers in 3.2 s · v0.1 · every reused passage keeps its source.”

  4. 04Section 5

    Eligibility, reused — and every change marked

    Lena Ortiz · Senior medical writer

    Trial Population: 10 criteria reused word for word, 2 adapted with the changed words marked. IGA ≥3 became sPGA ≥3 to match the synopsis; contraception until 16 weeks became 20 weeks after the last dose — five half-lives, per the synopsis. The IL-23 class exclusion comes from VLT-115, because VLT-201 predates it. Every criterion carries its chip: VLT-201 · p. 31.

  5. 05One click

    The source, open at the passage

    Lena Ortiz · Senior medical writer

    Any chip opens the source document at the exact page: here VLT-201 Protocol, Amendment 1 · v3.0 · Final, page 31, with the reused passage highlighted and a note on what changed in this draft. Reused, adapted, new from the synopsis or standard template text — each passage says which it is.

    “Adapted in this draft. IGA ≥3 became sPGA ≥3 to match the synopsis.”

  6. 06Checked

    The Week 16 endpoint, missing from the schedule

    Consistency checker

    One high check: Section 3 sets both co-primary endpoints at Week 16, but the schedule of activities was adapted from VLT-201, whose primary endpoint was at Week 12 — it assesses PASI, sPGA and BSA at Weeks 12 and 20, not at Week 16. Three more: Section 9.4 still says 16 weeks of pregnancy reporting, visit windows disagree (±3 days against ±7), and sPGA is used before it is defined. Each finding shows both passages and one suggested fix.

    The checker proposes — it never applies a fix itself.

  7. 07Accepted · v0.2

    One click, and the schedule is right

    Lena Ortiz · Senior medical writer

    Lena accepts the fix. PASI, sPGA and BSA are added to the Week 16 visit in Table 1, the draft is saved as v0.2, and the check moves to Fixed with her name on it. The medium and low checks wait for her in the same list.

    “Schedule updated — PASI, sPGA and BSA added at Week 16 · saved as v0.2.”

  8. 08Open questions

    What the synopsis does not say, asked of the right person

    Open-question collector

    Four gaps become four short questions. Dr. Maya Chen: should prior biologic use be capped — VLT-201 excluded more than two, the synopsis says nothing, the draft keeps two — and is the Week 16 switch blinded? Sam Patel: which testing order for the key secondary endpoints? Dr. Priya Raman: is a data monitoring committee needed? Each comes with its options and an “Ask” button that sends the passage along.

    One question per decision; every answer is recorded with name and time and written back into the section.

  9. 09Approved

    Section by section, a person approves

    Lena Ortiz · Senior medical writer

    Lena reads Objectives and Estimands — the co-primary endpoints at Week 16, the composite estimand adapted from VLT-201 with Week 12 changed to Week 16 — and approves it. Sam Patel, its reviewer, is notified. Approving a section with a check still open asks her first, and records that she saw it.

    “Section 3 approved by Lena Ortiz · Sam Patel notified.”

  10. 10All 14 approved

    Re-checked, reviewed, sent for e-signature

    Dana Okafor · Head of medical writing

    VLT-212, the palmoplantar pustulosis protocol, shows where VLT-302 is heading: all 14 sections approved. Sending it runs a full consistency re-check of the synopsis against every section, confirms the clinical, statistics, operations and safety reviewers have approved, and sends v0.9 to Dana Okafor. She signs with a reason, and the version is locked.

    “VLT-212 v0.9 sent to Dana Okafor for e-signature.”

Who it’s for

Built for everyone who writes and reviews a protocol.

The same protocol, seen by the four people who carry it — what their weeks looked like, and what they look like now.

LO
Lena OrtizSenior medical writer
Medical writer
Before
Copies eligibility, safety and estimand language from old protocols by hand, then tracks down which version each passage came from.
Now
Starts from a 14-section draft in the sponsor template, every reused passage with its document, version and page, and approves it section by section.
MC
Dr. Maya ChenClinical lead, dermatology
Section reviewer
Before
Reviews design, population and intervention in a full draft, with the decisions only she can make buried in the text.
Now
Gets one short question per decision — the cap on prior biologics, the blinded Week 16 switch — with the options and the passage attached.
SP
Sam PatelLead biostatistician
Section reviewer
Before
Finds at team review that an endpoint timepoint has no assessment in the schedule of activities.
Now
Reviews Objectives and Estimands after the writer approves, with endpoints already checked against the schedule and the estimand wording traced to its source.
DO
Dana OkaforHead of medical writing
Signer
Before
Sees substantial amendments trace back to inconsistencies nobody caught in the draft.
Now
Signs only a version whose 14 sections are approved and re-checked, and watches days to first draft and amendments from inconsistencies on one dashboard.
Built on the engine

5 agents. Each with one job, and hard limits.

Five specialist agents read, reuse, write and check every section; a medical writer approves each one.

Synopsis reader

Reads the trial synopsis and pulls out design, population, objectives, endpoints, dosing, visits and sample size as 31 structured fields, each with the exact wording and its page.

  • Quotes endpoint wording, never paraphrases it
  • Every field carries its page
  • Never infers an endpoint timepoint that is not stated — marks it missing
Approved-language retriever

Searches the library for approved passages that fit each template section, preferring the same drug and population, and returns each with its document, version, page and the differences the writer must see.

  • Final protocols only
  • Never strips the source
  • Flags sources that were later amended
Section writer

Writes one template section from the synopsis fields and the retrieved passages — 14 writers in parallel. Reuses a passage verbatim when it fits, marks every changed word when it adapts one, and writes new text only from the synopsis, cited.

  • No invented numbers
  • Changed words always marked
  • What it cannot decide goes to a named person as a question
Consistency checker

Checks the draft against the synopsis and against itself: objectives, endpoints and estimands, eligibility, dose and regimen, visit windows and the schedule of activities. Shows both passages for every mismatch and proposes one fix.

  • Proposes, never applies a fix
  • Every finding shows both passages
Open-question collector

Turns gaps in the synopsis into short questions for the right reviewer and writes the answers back into the section.

  • One question per decision
  • Answers recorded with name and time
Medical writer

Approves every section. The agents propose; a named person decides.

Ask in plain words

Ask about any protocol, in plain words

Ask about any protocol, section or source — or tell it what to change. Answers point to the passage they rest on.

Where did the eligibility text come from?

All 12 criteria in Section 5 come from approved, final protocols. 10 are word for word — 9 from VLT-201 §5.1–5.2 and the IL-23 class exclusion from VLT-115. 2 are adapted, with the changes marked: sPGA ≥3 instead of IGA ≥3, and contraception until 20 weeks after the last dose. The cap on prior biologics was kept from VLT-201 and has an open question for Dr. Maya Chen.

What is wrong with the schedule?

The co-primary endpoints are at Week 16, but the schedule was adapted from VLT-201, whose primary endpoint was at Week 12 — it assesses PASI, sPGA and BSA at Weeks 12 and 20 only. The suggested fix adds them to the Week 16 visit (Visit 6, Day 113). It is the one high check in the draft.

Add a check: the contraception period must match in every section

Added to Settings → Consistency checks. It runs on every draft and every edit from now on. In VLT-302 it already matches one finding: Section 5 says 20 weeks after the last dose, Section 9.4 still says 16 weeks.

Who approves and signs?

You approve each section as the medical writer; the named reviewer is notified. When all 14 are approved, the draft gets a full re-check and team review, then Dana Okafor signs with a reason and the version is locked.

Every screen

The working solution, as it ships.

13 screens from the working solution, on its sample data. Pick one to see it large.

HomeWhat needs the medical writer today: protocols in progress, sections to approve, checks to fix, open questions, and what the agents did.
The synopsisThe trial synopsis with its endpoints, population and intervention highlighted, and the closest approved protocols ranked by match.
The first draft14 sections in the sponsor template, with the share of reused, adapted, new and template text for each.
A section, with its sourcesInclusion and exclusion criteria — reused verbatim or adapted, changed words marked, a source chip on every criterion.
The source passageThe approved protocol opened at the page, the reused passage highlighted, and what changed in this draft.
Consistency checksEach finding with its severity, both passages and one suggested fix — to accept or dismiss with a reason.
The schedule of activitiesTable 1 with the Week 16 efficacy assessments added by an accepted fix, saved as a new version.
Open questionsGaps in the synopsis as short questions for named reviewers, with the options to answer.
Section approvalThe medical writer approves a section; its reviewer is notified.
Sent for e-signatureAll 14 sections approved, re-checked and reviewed, then sent to the head of medical writing to sign with a reason.
The libraryFinal protocols and the approved language the agents may reuse — with how many passages of each have been reused.
The dashboardDays from synopsis to first draft, where the draft text came from, inconsistencies caught before review, and amendments by year.
Your rulesTemplate, style guide, Word export, section reviewers, the signer, reuse rules and consistency checks — all settings.
Governance

Built for regulated writing: sourced, approved, signed.

Only final protocols are a sourceLanguage is reused only from approved, final protocols. Drafts and superseded versions are never a source, and language from a protocol that was later amended is flagged before the writer reuses it.
A source on every reused passageEvery reused passage keeps its document, version and page — always on, and carried into the Word export as comments. One click opens the source at the passage.
Every changed word is markedAdapted passages show exactly which words changed and why — “Week 12 became Week 16, per the synopsis” — and edits are tracked against the agent draft.
A named person approves every sectionAgents draft and propose; the medical writer approves each section and its reviewer is notified. Approving with a check still open asks first and records that the writer saw it.
No check disappears quietlyA check is either fixed or dismissed with a reason — intended difference, covered elsewhere, or will fix by hand — and the reason goes into the history.
Signed with a reason, then lockedThe final version is signed by the head of medical writing with a reason, and the version is then locked. Every version is kept and every step — agent or person — is in the version history.
Configuration

Your template, your style, your rules

What differs between sponsors and therapeutic areas is a setting, not a project.

SettingDefaultChoose from
Protocol templateSponsor template v3.2 (ICH M11)Sponsor template v3.2 (ICH M11) · v3.1 (legacy)
Style guideMedical writing style guide 2026Style guide 2026 · 2025
What the Word export carriesSources as Word commentsSources as Word comments · Clean copy, sources in an appendix
Who reviews each sectionClinical lead, biostatistician, clinical operations, safety physicianAny named reviewer, after the writer approves
Who signs the final versionHead of medical writingAny named signer
Reuse only from final protocolsOnDrafts and superseded versions are never a source
Oldest language allowed5 years1 to 15 years since the source protocol was finalized
Consistency checks6 of 7 onEach on or off · add your own in plain words
Connections

Works with the documents you already have

Trial synopsesfrom Clinical Development, in Word or PDF
Your protocol libraryapproved, final protocols and their amendments
Your protocol templatesections, headings and standard text, ICH M11 style
Your style guidespelling, abbreviations, tense and units
Microsoft Wordthe draft exported with its sources as comments
Your review teamclinical, statistics, operations and safety reviewers
What it changes

The difference, in numbers.

Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.

target
4days
from synopsis to a checked first draft
By hand≈ 38 days
With agents≈ 4 days
target
58%
of draft text reused from approved protocols, each with its source
reused or adapted, source shown
typical
45%
of substantial amendments are avoidable, at a median $535K each in Phase 3
avoidable amendments, caught in the draft

“demo” = seen in the working solution, on its sample protocols · “target” = the design goal, measured in the live solution · “estimated” = our estimate · “typical” = published figures (Tufts CSDD protocol amendment studies, 2016 and 2024 — 45% of substantial amendments avoidable; median $535K per substantial amendment in Phase 3). People, companies and products named on this page are fictional — characters and sample data in the working solution.

Questions

What medical writing teams ask us.

What is protocol authoring software?

Software that helps medical writers turn a trial synopsis into a full clinical trial protocol in the sponsor’s template. Protocol Author does it with five agents: one reads the synopsis, one finds approved language in your final protocols, fourteen section writers draft in parallel, one checks the draft for consistency and one collects the open questions. A medical writer approves every section.

How does it reuse language from our old protocols?

It searches your library of approved, final protocols for passages that fit each template section, preferring the same drug and population. A passage is reused word for word when it fits; when it has to change, every changed word is marked. Every reused passage keeps its document, version and page.

Does it follow ICH M11?

It drafts into your protocol template — in the working solution, a 14-section sponsor template in ICH M11 style, from Protocol Summary to References. The template and your style guide are settings, so the draft follows your sections, headings and standard text.

How does it catch inconsistencies before review?

The consistency checker compares the draft with the synopsis and with itself: endpoint timepoints against the schedule of activities, objectives against endpoints and estimands, eligibility against the synopsis population, dose and regimen, visit windows and abbreviations. Each finding shows both passages and a suggested fix; the writer accepts it or dismisses it with a reason.

Can it invent numbers or endpoints?

No. New text is written only from the synopsis and cited to its page, and endpoint wording is quoted, never paraphrased. If the synopsis does not state something the template needs — a testing order, a cap on prior therapies — it becomes a question for a named person.

Do medical writers stay in control?

Yes. Agents draft and propose; the medical writer approves each section, named reviewers review their sections after that, and the head of medical writing signs the final version with a reason before it is locked. Every step is in the version history.

Can we export the draft to Word?

Yes. The draft exports as a Word document with its sources as Word comments — or as a clean copy with the sources in an appendix, if you set it that way.

How long does it take to go live?

The Agentic Solution Engine builds and deploys it from your requirements — your protocol template, style guide and library of final protocols — and it goes live once every quality gate has passed. We will walk you through it on one of your own synopses first.

See it on
your next synopsis.

We’ll draft a protocol from one of your synopses, in your template, from your own final protocols.