Labs outgrow spreadsheets, shared folders, email threads, and generic tools.
FlexPortal for Laboratories
Configurable LIMS software built around the way your lab works.
Manage lab cases, samples, chain of custody, test assignments, structured results, exceptions, reports, and billing in one workflow your team can adapt as your lab grows.
- Built for independent labs
- Configurable sample and test catalogs
- Traceable intake-to-invoice workflow
- Customer-facing portal access
The problem
Your lab should not have to run on disconnected spreadsheets, forms, and generic software.
Every lab has its own way of receiving samples, assigning tests, reviewing results, handling exceptions, preparing reports, and billing customers. FlexPortal Laboratory gives your lab a structured LIMS model while keeping the important details configurable.
Rigid LIMS products can force your lab into someone else's workflow.
Custom software can be expensive to build and difficult to maintain.
Lab owners need structure without giving up control.
Core promise
From intake to invoice, keep the case connected.
A lab case should not break apart as it moves through your team. Keep the customer, site, contacts, samples, custody records, test orders, result observations, documents, exceptions, reports, referrals, and invoice activity tied back to the same case history.
Intake and work ordersSample trackingChain of custodyTest assignmentStructured resultsException managementReport trackingBilling readinessCustomer access controls
Lab operations view
Case LAB-2026-1482
IN REVIEW
Case intake
24
Samples received
86
Needs review
11
Billing ready
18
Intake
Receipt
Custody
Testing
Review
Report
Billing
Sample A-104Metals panelResult review
Sample A-105Micro screenCustody accepted
Sample A-106ReferralExpected return
Built for independent labs
Own your workflow instead of working around your software.
Configure the lab model once, then use it to standardize routine work while still supporting specialty methods, customer requirements, report formats, and billing rules.
Keep Operations Moving
Track work from draft intake through receipt, lab processing, review, reporting, invoicing, closure, or cancellation.
Make Sample History Easier To Defend
Keep sample details, custody records, transfer notes, temperature, condition, documents, and discrepancies tied to the case and sample they support.
Give Analysts Clear Assignments
Assign test methods to samples with the right workflow, status, result fields, documents, notes, and report visibility.
Give Managers Better Visibility
See where work stands, which cases are waiting, which results need review, which exceptions are blocking progress, and what is ready for billing.
Keep Customer Access Scoped
Use role-based access to expose approved customer-facing information while keeping internal notes, draft results, and unrelated customer records protected.
Configurable foundation
A LIMS platform layer, not a hard-coded lab vertical.
FlexPortal Laboratory provides the shared structure most labs need, then leaves room for your specific catalogs, rules, reports, and scoped integrations.
Lab Identity And Branding
Set lab identity, address, logo, accreditation details, report footer, and document conventions so reports and customer-facing files look like they came from your lab.
Customers, Sites, And Contacts
Manage client accounts, customer sites, contacts, billing recipients, report recipients, portal access, delivery preferences, and account-specific notes.
Sample Types
Define the sample categories your lab receives, including report labels, default workflows, received condition conventions, and sample-based pricing behavior.
Test Methods
Build a living test catalog with method codes, categories, turnaround expectations, review requirements, report sections, result schemas, workflows, and pricing rules.
Result Schemas
Capture method-specific observations as numeric, categorical, text, file, JSON, or calculated values with units, qualifiers, required fields, validation rules, and report visibility defaults.
Reports And Billing
Model reports, sections, versions, approvals, delivery state, amendment reasons, pricing rules, and source-linked invoice lines.
FlexPortal platform
Built on the broader FlexPortal business portal foundation.
FlexPortal Laboratory is the lab-focused implementation of the same configurable portal approach behind FlexBusinessPortal: workflows, dashboards, customer-facing access, and practical business operations in one system.
Workflow
Turn lab procedures into repeatable workflows.
Cases, samples, and test orders can each follow defined workflow templates with statuses and event history, so your team is not relying on memory or disconnected checklists.
- 1Configure customers, sample types, test methods, result fields, workflows, reports, and pricing rules.
- 2Create a lab case with account, site, contacts, due dates, priority, purchase order, report preferences, and billing details.
- 3Add samples with collection details, received condition, container or media, quantity, temperature, location, collector, and notes.
- 4Capture chain-of-custody records and flag discrepancies before samples proceed.
- 5Assign test methods and route work to analysts or teams.
- 6Enter structured result observations and supporting documents.
- 7Review results, exceptions, and report visibility before release.
- 8Prepare reports, track approval status, and manage amendments.
- 9Review billable activity and invoice readiness.
Customer portal
A customer-facing lab experience, without exposing internal operations.
Scope approved reports, shared invoices, customer response workflows when enabled, and customer-specific records by account, site, contact, and role.
Internal stays internal
Draft results, internal notes, hidden observations, unresolved review items, and unrelated customer data stay protected.
Customers see the right records
Approved reports, shared invoices, customer-specific documents, and enabled response workflows can be exposed with clear scope.
Why FlexPortal Laboratory
Built for labs that need structure now and flexibility later.
Your lab needs more than a database. It needs an operational system that helps people do the work correctly, keeps the history connected, and can change as the business changes.
Configurable Instead Of Rigid
Change catalogs, workflows, report sections, roles, pricing rules, and visibility without rebuilding the entire system.
Built Around Lab Operations
The core model follows how laboratory work actually moves: case, sample, custody, test order, result, exception, report, and invoice.
Portal-Aware From The Start
Separate internal operations from customer-facing access so your lab can share approved information without exposing draft or unrelated records.
Extension-Friendly
Add specialty rules, integrations, validation logic, and report formats on top of the base LIMS foundation.
Feature groups
The operational records your lab needs in one connected place.
The first version focuses on the records that connect intake, sample work, review, customer delivery, and billing readiness.
Intake And Case Management
Create a lab case for each accession, work order, or job. Track account, site, contacts, due dates, priority, purchase order, report preferences, billing status, documents, notes, and lifecycle status in one place.
Sample Tracking
Record sample numbers, sample types, collection metadata, received condition, container or media, quantity, temperature, location, collector, sampler or device, and notes.
Chain Of Custody
Capture receipt, release, signatures, dates, condition, temperature, transport method, custody documents, and discrepancy notes. Hold work for review when custody details do not meet your lab's requirements.
Test Assignment
Assign configurable test methods to samples. Each test order can carry its own status, assigned user or team, timestamps, report visibility, billing eligibility, workflow history, results, documents, exceptions, and referrals.
Structured Results
Define result schemas by test method and capture observations in the format each method requires. Store values, units, qualifiers, disposition, raw data, notes, approval state, and report visibility.
Exception Management
Open and resolve exceptions for non-conformances, deviations, out-of-specification events, custody discrepancies, pricing issues, invoice holds, customer questions, or cancellations.
Report Tracking
Manage report templates, sections, versions, generated files, approval records, delivery channels, sent dates, amended reasons, and report status from the same case record that holds the underlying work.
Billing Readiness
Use pricing rules and source-linked invoice lines to review what should be billed. Track invoice status, totals, external accounting identifiers, sync state, review flags, and line-level source records.
FAQ
Practical answers for lab owners and managers.
Start with the questions that usually matter before a demo: fit, configuration, custody, customer access, integrations, and boundaries.
Is FlexPortal Laboratory only for one type of lab?+
No. The base module is lab-generic. It is designed around cases, samples, test methods, results, custody, exceptions, reports, and billing. Specialty catalogs, validation rules, report formats, and integrations can be added through configuration or extension packages.
Can we configure our own sample types and test methods?+
Yes. FlexPortal Laboratory is built around configurable sample types, test methods, result schemas, workflow templates, report sections, and pricing rules.
Does it support chain of custody?+
Yes. The module includes chain-of-custody records for receipt, transfer, release, signatures, dates, conditions, temperatures, transport methods, custody documents, and discrepancy notes.
Can customers access reports and invoices?+
The module includes role-based, portal-aware visibility for customer-facing records. Your lab can scope approved information by account, site, contact, and role while keeping internal work protected.
Can it replace our spreadsheets?+
For labs using spreadsheets to track intake, samples, status, results, exceptions, reporting, or billing readiness, FlexPortal Laboratory provides a structured system of record that keeps those records connected.
Can it connect to accounting systems, instruments, or reference labs?+
The module is designed with extension points for accounting connectors, instrument or data imports, reference lab workflows, notifications, and specialty rules. Specific integrations should be scoped during implementation.
Is this a compliance certification product?+
No compliance certification should be assumed from the software alone. FlexPortal Laboratory helps structure records, roles, workflow events, custody data, approvals, exceptions, and documents, but each lab remains responsible for its own regulatory requirements, procedures, validation, and quality system.
Build the LIMS your lab can grow around.
If your lab is ready to move beyond spreadsheets, disconnected tools, or rigid software, FlexPortal Laboratory gives you a configurable foundation for daily lab operations and customer-facing workflows.