One workspace for the whole trial.
Studies, sites, documents, people and money in one system — with the audit trail, access control and human oversight built in as platform primitives, not add-ons.
- Full audit trail
- Role-based access control
- Human-in-the-loop AI
In every plan
The core platform
These five surfaces are on every plan, including Starter. Everything else in the catalog sits on top of them.
- 01
Studies, subjects & visits
The study record itself — protocol versions, subject enrollment, visit schedules, and the deviations recorded against them.
- 02
Sites & issues
Site records, activation status, contacts, and an issue log that follows each site from feasibility through close-out.
- 03
Document management & QC
Versioned documents with QC review, approval, and expiry tracking across every study and site artifact.
- 04
Directory, tasks & notifications
Everyone on the study in one directory, with tasks and notifications routed by role instead of by email thread.
- 05
CRM / business development
Weighted pipeline from feasibility to award, with win rates. Accounts that have gone quiet flag themselves.
How the work flows
Four phases, one spine
The platform is organized around the shape of the work, not a catalog. Each module appears where it earns its keep.
- 01
Win the work
Feasibility, weighted pipeline, and award — with the accounts and contacts that carry into delivery rather than being re-keyed.
- 02
Start it up
Site activation, regulatory document collection, training records, and the milestone plan every downstream date hangs off.
- 03
Conduct it
Enrollment against plan, monitoring visits, source verification, safety events, and drug accountability — against one live record.
- 04
Close it out
TMF completeness by zone, final reconciliation, payment close, and an inspection-ready archive of who did what, when.
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.
Run your next trial from one command center
See your own workflows in Trialetics — we'll walk through your studies, not a canned demo.