Streamlined Workflows

Accelerate every phase of the research lifecycle—from proposal to closeout—with intelligent automation, connected systems, and guided processes. Reduce manual burden and ensure that funding, compliance, research, and finance move in lockstep.

Proposal to Project in One Flow

From funding discovery to award, streamline your grant pipeline with built-in proposal tools, internal routing, and sponsor-ready submissions. Transition seamlessly from concept to funded project—without duplicated effort or data loss.

Award Setup & Subaward Flow

Manage award activation, contract setup, and subrecipient agreements with speed and accuracy. Built-in templates and automation keep teams aligned—from negotiation through ongoing compliance checks.

Integrated Financial Oversight

Align expenditures with budget terms and grant scope. Add personnel and salary charges, track direct and indirect costs, and maintain financial compliance—all while preparing for audits from day one.

Automated Compliance Flows

Create and submit protocols across IRB, IACUC, and IBC with confidence. Smart routing, validation checks, and rule-based approval logic ensure that research stays in step with institutional and federal requirements—at every phase.

Core Workflow Capabilities

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See it in Action