For CROs & Consultancies
Run KOL engagement across every client, cleanly separated
When you manage expert relationships on behalf of multiple sponsors, data segregation and per-client governance aren't optional. KOLX gives you multi-client structure with the audit trail your sponsors expect.
The challenge
What gets in the way today
Data must stay separated
Sponsor A's KOL data and engagements cannot bleed into Sponsor B's — but shared spreadsheets make that hard to guarantee.
Per-client governance
Each sponsor has its own approval rules and reporting requirements, and reconciling them manually doesn't scale.
Proving diligence
Sponsors expect evidence that engagements were run compliantly on their behalf, on demand.
How KOLX helps
Built for how you work
Segregated client workspaces
Keep each sponsor's KOL data, engagements, and documents cleanly separated with scoped access control.
Per-client workflows
Configure distinct approval rules and reporting for each sponsor without maintaining parallel systems.
Sponsor-ready audit trail
Produce a complete, immutable record of every engagement run on a sponsor's behalf in minutes.
In practice
A typical engagement
- 1A consultant opens an engagement in the relevant sponsor's workspace
- 2The sponsor-specific workflow routes it through their configured approvers
- 3All data and documents stay scoped to that client's workspace
- 4A full audit trail is available to hand to the sponsor on request
See it with your own program
Book a walkthrough tailored to how your team manages expert relationships.