The catalog, and where each module lives.
Every plan includes the core platform. Everything above it belongs to a plan — and you can Test Drive any module free for 30 days, or rent one at a time.
- Test Drive 30 days
- Rent one at a time
- Nothing is deleted
Included everywhere
The core platform
Studies, subjects & visits
Protocol versions, subject enrollment, visit schedules, and recorded deviations.
Every planSites & issues
Site records, activation status, contacts, and the issue log per site.
Every planDocument management & QC
Versioned documents with QC review, approval, and expiry tracking.
Every planDirectory, tasks & notifications
One directory of everyone on the study, with tasks routed by role.
Every planCRM / business development
Weighted pipeline from feasibility to award, with win rates.
Every plan
Team & monitoring
Included from Foundation up
Monitoring Visit Reports
Report authoring, the reviewer queue, findings by severity, and e-signature on approval.
FoundationDoc Portal / eISF
Sites upload requested regulatory documents without a Trialetics account, straight into their placeholder.
FoundationSDV Tracker
Verification progress from site down to individual item, RAG-graded so lagging sites surface on their own.
FoundationTimesheets & effort tracking
Effort logged against studies and tasks, approved by a manager, reportable per person or per study.
FoundationLearning & course catalog
A course catalog with enrollment, progress, and completion records for the study team.
FoundationTraining compliance
Who is trained on what, and what expires when, held against the roles the org chart assigns. Ships with Learning.
FoundationVisit Calendar & Travel Planner
A personal cross-client calendar of site visits, with trips and conflict detection.
FoundationExpenses
Expense reports with receipts, approval routing, and payment status.
FoundationClient workspaces
Scoped access so a sponsor sees their own studies and nothing else.
FoundationBranded reports & templates
Your logo and template on the documents and reports that leave the building.
Foundation
Comply & run the business
Included from Core up
eTMF
TMF Reference Model structure, QC workflow, completeness by zone, and inspection readiness.
CoreSafety Events
Adverse event capture with reporting clocks, severity and causality, and an escalation trail.
CoreFinancial Management
Study and site budgets, invoices, payment logs, and approvals — budget versus paid by scope.
CoreCustom Report Builder
Build reports over a curated dataset registry, save them, and share them by role.
CoreResourcing Map
Coverage across the site map, with candidate ranking and load per person.
CoreLearning Authoring & AI Presenter
Author courses and decks in-app; AI Presenter narrates them chapter by chapter.
CoreIP / Inventory
Chain of custody, blinded dispensing, kit assignment, and cold-chain records.
CoreeTMF Portfolio Rollup
TMF completeness and inspection readiness across the whole portfolio, not one study at a time.
Core
Two ways in
You do not have to change plans to use a module
Both mechanics run on your real data, in your real org — not a sandbox.
Test Drive
Any module, free for 30 days, once per module. When it ends, everything you built is kept — nothing is deleted, and it all comes back the moment you subscribe.
Riders
Rent one module from a higher plan at a time, monthly, cancel anytime. Your last three months of rental fees credit toward the upgrade.
Run your next trial from one command center
See your own workflows in Trialetics — we'll walk through your studies, not a canned demo.