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The agentic clinical trial management system

Stop managing trials in spreadsheets. Start managing with Trialetics.

Spreadsheets break under the weight of growing studies, Trialetics doesn’t. Whether you’re running one trial or a full portfolio, our platform gives you the speed, compliance, and oversight to scale without adding complexity.

  • Full audit trail
  • Role-based access control
  • Human-in-the-loop AI

Why the change

If any of these sound familiar, it's time to move beyond spreadsheets.

  • Time drain

    Spending hours manually updating trackers and chasing updates?

  • Manual errors

    How many hours are wasted correcting spreadsheet mistakes?

  • Siloed information

    Are your CRAs, data managers, and regulatory staff each maintaining separate sheets?

  • Version chaos

    Are you asking which file is the latest and who updated it last?

The AI command center

An AI teammate that does the work, inside the permissions you already gave it.

Not a chat window bolted onto a dashboard. The agent reads your live trial data, runs the analysis, and drafts the deliverable — then stops and waits for you.

Works, not just chats
Ask about enrollment, sites, or visits and the agent queries your live trial data, runs the analysis, and drafts the deliverable.
You stay in control
Reads are scoped by your role and row-level security. Any write is proposed first — nothing changes without your explicit approval.
Connected to your stack
Bring context in from Outlook, SharePoint, and Google Drive with read-only connectors you authorize per user.
Measured like a teammate
Every run is logged, metered, and costed — AI analytics shows throughput, outcomes, and spend across your organization.

See it stop at the gate

Watch the Copilot do real work — then ask permission before it changes anything.

Which sites are behind on enrollment, and draft outreach to the coordinators?

Run trace

  • Reading enrollment across 64 sites
  • Comparing actual against planned, site by site
  • Checking last contact in monitoring visit reports
  • Drafting coordinator outreach

Behind plan — 3 sites

SiteActualPlanned
Site 042 — Mercy Clinical Research818
Site 017 — Northlake Medical1120
Site 059 — Cascade Trials Group512

Proposed — waiting on your approval

  • Create 3 follow-up tasks

    Assigned to the study CRA, due in 5 days

  • Draft 3 emails to site coordinators

    Saved to drafts — not sent

  • Flag Site 042 for the next monitoring visit

    Adds a risk note to the visit agenda

Approve all threeReject

Nothing has been written yet. Rejecting is a real outcome, not a dead end.

The modules

Eight modules, one source of truth

  • 01

    Study Command Center

    Enrollment against plan, the site activation pipeline, and an attention queue that names what needs a decision today.

  • 02

    Milestones & Timeline

    Drag one date and everything downstream moves with it. Overdue milestones flag themselves and roll up per site.

  • 03

    Documents & TMF

    Completeness by zone, versioned approvals, and an expiry radar across every study and site artifact.

  • 04

    Financials

    Study and site budgets, payment logs, and approvals in one place, with budget versus paid by scope.

  • 05

    SDV Tracker

    Verification progress from site down to individual item, RAG-graded so lagging sites surface on their own.

  • 06

    Visit Reports

    Cycle times, the reviewer queue, first-pass rates, and findings by severity — plus workload per CRA.

  • 07

    Doc Portal

    Sites upload requested regulatory documents without a Trialetics account, straight into their placeholder.

  • 08

    CRM

    Weighted pipeline from feasibility to award, with win rates. Accounts that have gone quiet flag themselves.

One source of truth, different job

Who opens it, and what they open it for

  • CEO

    Portfolio health, burn, and delivery risk in one view — the numbers you take to the board, without waiting for someone to assemble them.

  • VP of Clinical Operations

    Every study's health side by side, with resourcing and delivery risk visible early enough to move people before a timeline slips.

  • Director of Clinical Operations

    Startup pipelines, enrollment against plan, and TMF completeness tracked continuously — so status is something you read, not something you build.

  • Clinical Trial Manager

    Milestones, timelines, and team tasks that reschedule with a drag and flag their own slippage — instead of rebuilding the tracker every week.

  • CRA Manager

    Visit report cycle times, first-pass rates, and workload per CRA — so overdue reports and overloaded monitors surface before they become findings.

  • CRA / Monitor

    Visit prep, SDV worklists, and monitoring findings in one queue, grounded in live site data instead of last month's export.

Trust & governance

Engineered for regulated work

Clinical trials run on accountability. Trialetics treats access control, traceability, and human oversight as platform primitives — not add-ons.

  • A complete audit trail

    Every create, update, and delete is captured with who, what, and when — reviewable at the study and organization level.

  • Access that fits the org chart

    Granular role-based access with study and site scoping, backed by database-level row security on every query.

  • AI with a human gate

    Agent reads are permission-bounded and every proposed write waits for an explicit human approval before it runs.

  • Oversight built in

    Periodic access reviews, scoped client access for sponsors, and break-glass procedures that are themselves audited.

Readiness assessment

Every trial operation has a weak point. Find yours.

Ten questions about how your studies actually run today — status reporting, site documents, monitoring, continuity. You get back a scored report that names the two or three gaps costing you most, what they cost in your own numbers, and where you are already in good shape.

  • Ten questions, three minutes

    No form to fill in and no discovery call. Answer with the number keys and you are done.

  • A diagnostic, not a quiz

    Scored across nine dimensions against a rubric you can open and inspect. The same answers always produce the same score.

  • It can tell you you are fine

    If your operation is in good shape, the report says so and recommends nothing. That is what makes the rest of it worth reading.

  • Nothing leaves your browser

    No account, and no email needed to see your results. Nothing is stored unless you ask us to send the report.

Start the assessment

  • No account needed.
  • Nothing leaves your browser unless you ask for it.
  • Please don't enter patient or subject data.

Pricing

Plans for every stage of clinical operations

Trialetics AI included with every plan

  • Starter

    Fixed price$599/mo

    For small clinical teams managing their first studies.

    Start Free Trial
  • Foundation

    Starting at$1,500/mo

    For growing clinical teams that need monitoring and site collaboration.

    See It Live
  • Core

    Recommended

    Starting at$3,500/mo

    For sponsors and CROs requiring audit-ready clinical operations across studies, sites, documents, and teams.

    Book a Demo
  • Launch

    Tailored pricingCustom pricing

    For organizations managing multiple trials, sites, and clinical operations teams.

    Talk to Sales
  • Enterprise

    Tailored pricingCustom

    For global sponsors, CROs, and complex clinical organizations.

    Contact Sales

Pricing grows with your team, study portfolio and deployment. Compare plans or see full pricing.

Questions

The eight we get asked most

Still have questions? Talk to us — onboarding, integration, or support.

Run your next trial from one command center

See your own workflows in Trialetics — we'll walk through your studies, not a canned demo.