Our Solutions

One template suite. From first IND to marketing application.

Every Vertex template ships with section structure, production-grade Word formatting, and draftable example text. Tailored to sponsor branding on delivery. Designed to work together as a coherent suite, not eight unrelated documents.

Why example text matters. The hardest part of regulatory writing is the first draft. Writers stare at instructional placeholders — "describe X here" — and lose hours generating text that's already been written, in some form, a thousand times before. Vertex templates ship with concrete plug-and-play prose so writers refine and adapt instead of authoring from scratch.

And it isn't generic. Every line of example text is grounded in decades of regulatory medical writing experience — what survives FDA review, what triggers information requests, and what reviewers actually accept. The phrasing is what works in real submissions, not what reads cleanly in isolation.

The Vertex template suite

Eight document types. Section-level depth.

Each template below ships as a Word document with structure, formatting, automation tooling, and concrete example text in every major section. Suite coherence means content reuses cleanly across documents — protocol language flows into the CSR, IB pharmacology flows into Module 2.6, safety narratives flow into Module 2.7.4.

Clinical Study Protocol ICH M11-aligned

Original protocol and amendment templates. Phase 1 through Phase 3. Aligned to ICH M11 final structure.

Vertex protocol template covers all M11 sections from synopsis through full body. Example text is included throughout. Numbering and cross-references hold across amendments.

Investigator's Brochure 21 CFR 312.55 · ICH E6(R2)

Original IB and IB updates. Investigator-facing benefit-risk summary that IRBs, ethics committees, and FDA reviewers also rely on.

The Investigator's Brochure is one of the most consequential documents in a clinical program — it tells investigators whether to enroll the first subject and signals to reviewers and IRBs whether a trial is safe to begin. Vertex's IB template ships with example text across all sections so writers spend their time refining judgments, not staring at instructional placeholders.

Read: Crafting an IB that stands up to FDA review →

Module 2.5 Clinical Overview ICH M4E(R2)

The 30-page benefit-risk integration that drives the application.

Module 2.5 is the document FDA reviewers read first. Vertex template scaffolds the seven 2.5 sections with example text that links cleanly to 2.7 source detail. Benefit-risk language ships in current FDA-acceptable phrasing — neither over-claiming on efficacy nor under-stating safety signals.

  • 2.5.1 — Product development rationale
  • 2.5.2 — Overview of biopharmaceutics
  • 2.5.3 — Overview of clinical pharmacology
  • 2.5.4 — Overview of efficacy
  • 2.5.5 — Overview of safety
  • 2.5.6 — Benefits and risks conclusions
  • 2.5.7 — Literature references

Module 2.7 Clinical Summary ICH M4E(R2)

Four sub-summaries. Most application-content volume sits here.

Module 2.7 is where writers most often misplace content. Vertex template enforces the four-section split with example text that shows the difference between a 2.7.2 PK summary and a 2.7.1 biopharmaceutics summary — a distinction frequently muddled in first-time submissions. Tables and listings cross-reference into Module 5 source CSRs.

  • 2.7.1 — Summary of biopharmaceutic studies and associated analytical methods
  • 2.7.2 — Summary of clinical pharmacology studies
  • 2.7.3 — Summary of clinical efficacy (per indication)
  • 2.7.4 — Summary of clinical safety (integrated across studies)
  • 2.7.5 — Literature references
  • 2.7.6 — Synopses of individual studies

Clinical Study Report ICH E3

Full-length CSR template designed to feed Module 2.7 cleanly.

Vertex CSR template ships with body sections, appendices structure (16.1 through 16.4), and TLF integration points. Example text in efficacy results, safety results, and discussion sections. Designed so that 2.7.3 and 2.7.4 source language can be lifted directly without rewriting.

  • Body sections 1–15 (per ICH E3 numbering)
  • Appendix 16.1 — Study information
  • Appendix 16.2 — Patient data listings
  • Appendix 16.3 — Case report forms
  • Appendix 16.4 — Patient narratives (paired with the Vertex narrative template)

Patient Safety Narrative ICH E3 · 21 CFR 312.32

CSR narrative template with subject-event chronology structure.

Vertex narrative template handles SAEs, deaths, AEs leading to discontinuation, AEs of special interest, and protocol-defined narrative triggers. Subject identifier fields, AE timeline, concomitant medications, and investigator causality assessment language all ship pre-drafted. Tracks cleanly to MedDRA terminology.

Coming: automated narrative drafting from your TLF data — runnable in your own environment so clinical data never leaves your systems. Sponsors and CROs choose the integration depth that fits their compliance posture.

DSUR ICH E2F

Annual Development Safety Update Report.

Vertex DSUR template covers all 20 ICH E2F sections with example text throughout. Designed to consume content from the IB and Module 2.7.4 without manual restructuring, so each year's DSUR builds on the last instead of starting over.

FDA Correspondence Type A / B / C / D · IRs

Briefing books, meeting requests, and information request responses across all FDA meeting types.

FDA correspondence is the document type sponsors most often draft from a blank page — meeting requests, briefing books for Type A/B/C/D meetings, and responses to FDA information requests are usually written by hand from scratch. Vertex covers all of them with templated structure and example text for question phrasing, response framing, and supporting-document organization. Faster turnaround on tight FDA deadlines, fewer iterations on agency-acceptable language.

Pediatric Study Plan (iPSP / PSP) PREA · FDARA

Initial and amended pediatric study plans for FDA submissions.

Vertex iPSP template ships with age-stratified scaffolding — neonates, infants, children, adolescents — so writers don't reinvent the stratification structure each time. Formulation development, extrapolation justifications, and timing-relative-to-adult-studies sections all carry example text aligned to current FDA Office of Pediatric Therapeutics expectations.

Showcase

Sample templates.

Three downloadable samples pulled from the commercial Vertex suite.

Standard TLF shells

Table, listing, and figure shells with sponsor-acceptable headers and source-data linkage.

Download

Sample Investigator's Brochure

Full IB template, all seven sections, with example text and Reference Safety Information structure.

Download

Sample Protocol

Full ICH M11-aligned protocol template with example text across all sections.

Download

See the templates that match your next filing.

Demo focuses on whichever document type matters to you — protocol, IB, CSR, Module 2 — not a generic walkthrough.

Schedule a Demo See AI & Tech