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.
- Permission-bounded reads
- Every write proposed
- Included with every plan
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
| Site | Actual | Planned |
|---|---|---|
| Site 042 — Mercy Clinical Research | 8 | 18 |
| Site 017 — Northlake Medical | 11 | 20 |
| Site 059 — Cascade Trials Group | 5 | 12 |
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
Nothing has been written yet. Rejecting is a real outcome, not a dead end.
The specialists
Purpose-built for the job in front of you
The Copilot is general. These are narrow — each one knows a surface and the record behind it.
- 01
Setup Assistant
Walks a new organization through setup, proposing each step and waiting for you to accept it before anything is created.
- 02
Study Brief
Reads one study and drafts the brief — status, risks, and what needs a decision this week.
- 03
Portfolio Review
The same read across every study you own, ranked by what is slipping rather than by study name.
- 04
Invoice Import
Reads a site invoice, scanned PDFs included, and drafts the payment record for your approval.
- 05
AI Presenter
Turns an authored training deck into a narrated presentation, chapter by chapter.
- 06
Tutor
Answers questions about the module you are standing in, in text or voice, grounded in the manual for that screen.
Where the gate sits
Five guarantees, enforced in the database
None of these are prompt instructions. They are enforced below the agent, where a model cannot talk its way past them.
Reads are permission-bounded
The agent queries as you — the same role-based access and row-level security that govern your own screens, on every query.
Every write is proposed
Nothing is written without an explicit human approval. Rejecting is a real outcome, not a dead end.
Agent actions are attributable
An agent write is recorded against an agent actor, so the audit trail shows both the human who approved it and the agent that performed it.
Every run is logged and costed
Throughput, outcomes, and spend per run, per user, and per organization — visible to you, not just to us.
AI can be turned off
An organization-level opt-out disables AI everywhere it appears, enforced server-side rather than hidden in the UI.
Trialetics Copilot included across all plans
AI capabilities are included as part of the Trialetics platform and are subject to reasonable usage policies.
Run your next trial from one command center
See your own workflows in Trialetics — we'll walk through your studies, not a canned demo.