Understand the landscape
Review same-study and similar-study trials within a 50-mile radius, along with eligibility overlap, visit burden and other studies competing for site resources or patients.
Sponsors & CROs · Technology-enabled operations
Connected technology. Human-led research.
Our teams use technology to organize protocols, plan recruitment, and keep study operations in view. Qualified staff review AI-assisted work and remain responsible for decisions.
From protocol to practical workflow
Study requirements,
organized for execution.
Study requirements and visit schedules become preparation checklists and organized workflows. Staff review the information against source documents and verify the setup before it is used.
Protocol receivedStart with the study requirements and source documents.
Requirements organizedVisit requirements become a structured working schedule.
Activities connectedProcedures connect with the schedule and budgeted activities.
Team review requiredStaff check the extracted information against the source.
Reviewed & verifiedThe team verifies the setup before it is used in study operations.
Preparation checklists
Clear visit requirements
Staff verification before use
Recruitment planning that keeps working
Build the plan.
Track it. Adapt with purpose.
Recruitment management keeps candidates, pending records, outstanding actions, and progress against the plan in view. When progress falls behind, the team identifies barriers, assigns follow-up, and reviews adjustments.
Illustration of a working recruitment plan. No actual study results are shown.
Assess the landscapeNearby trials add context beyond the protocol.Review competition and protocol fit
Build the working planPatient access, operational capacity and protocol demands shape the assumptions.Set realistic assumptions and milestones
Pace needs reviewCompare completed recruitment activity with the planned timeline.Investigate the records bottleneck
Review an adjustmentThe team reviews the barrier, proposed action and likely effect on timing.Prioritize outstanding records requests
Adjustment reviewedStaff verify the assumptions and approve the next action.Assign follow-up and revisit the forecast
Keep monitoringThe original target stays visible alongside actual progress and the revised forecast.Monitor the next milestone
Track candidates and next steps
Track candidate progress, pending records, screening, and enrollment against the plan. Keep outstanding actions visible so the team knows what needs attention next.
Review progress and accountability
Internal recruitment KPIs and monthly performance reviews for recruitment team members support accountability. The team reviews barriers, assigns follow-up, and evaluates adjustments when progress falls behind.
Study-aware Copilot
Ask about the study.
See the work in context.
Staff Copilot answers study questions with cited sources that staff can inspect. The team opens the supporting context, checks the answer, and uses qualified clinical and operational judgment to decide what comes next.
Reviewing study contextA practical question brings the relevant study information together.
Monitoring context foundOpen monitoring items connect to the responsible role and source record.
Visit context foundParticipant visit information adds timing and preparation context.
Recruitment context foundRecruitment follow-up adds another part of the operational picture.
Source record openedThe team checks the answer against the relevant study record.
Reviewed by the study teamPeople verify AI outputs and remain responsible for every decision.
Connected to everyday execution
One study.
Many connected responsibilities.
Technology helps staff prepare visits, keep recruitment work visible, and coordinate practical support. Personal relationships and open communication remain central to participant care.
Participant support
Coordinate reminders, diaries, scheduling, and transportation around study visits. Familiar staff and open communication help address practical concerns.
Monitoring follow-through
Bring monitoring visits, document requests and outstanding actions into the study’s operational context.
Protocol changes in context
Compare document versions and review how amendments affect schedules, study workflows and staff preparation.
Study financial coordination
Connect procedures and completed visits with budgeted activities and items that need invoicing follow-up.
Technology that informs patient access
Better context for
feasibility and recruitment.
Inato uses AI to process connected EMR information and prescreen potential candidates. Record-based insights support more grounded feasibility responses alongside investigator input and study requirements.
Potential matches still require clinical review. The team evaluates study-specific criteria before deciding whether a candidate can move forward.
Explore recruitment and participant supportDocumented patient information
A more informed starting point
Clinical and feasibility review
Protocol criteria and investigator input
Practical recruitment planning
Patient access, assumptions and next steps
People remain accountable
AI supports our team.
Our team makes the decisions.
All AI outputs are reviewed and verified by qualified team members before use. Investigators and staff retain responsibility for clinical and operational decisions, with the protocol and relevant records guiding their review.
Explore our quality approachOur teams use research technologies including Study Catalyst and Inato. The workspace animations illustrate workflows; they do not display actual participant records or study results.