Streamline protocol intake, QCT review, MCA preparation, and budget handoff in one site-focused workflow.
Built for clinical research operations teams at
Clinical trial startup at sites depends on a tangle of protocols, sponsor emails, shared drives, internal spreadsheets, coverage analysis queues, budget workbooks, and manual handoffs between teams.
We help site teams convert incoming study documents into structured review workflows — starting with the Qualifying Clinical Trial checklist and expanding into document routing, MCA preparation, and first-draft budgeting.
Our first available workflow focuses on the Qualifying Clinical Trial checklist. Upload study documents and generate a draft QCT review designed to be used as a first-pass before final site determination.
It helps your team answer questions like:
One platform that grows with your site startup workflow — starting with QCT automation today, and expanding into routing, MCA, and budget drafting next.
Automatically review study documents against QCT criteria and generate a draft site-facing review.
Classify incoming study documents and route them to the correct internal team — protocol to coverage analysis, budget template to finance, consent to regulatory.
Use protocol documents, schedules of activities, and QCT outputs to support first-pass MCA preparation — without replacing the analyst.
Generate a first-pass budget draft from study documents, schedule of activities, and site-specific assumptions — so finance starts from a draft, not a blank sheet.
Before a study can activate, site teams need to answer operational and reimbursement questions quickly. Today, much of that work happens across email, spreadsheets, and disconnected systems.
Start with a draft QCT checklist instead of manually searching through protocol documents.
Use a consistent review structure across studies, analysts, and departments.
Route documents and tasks to the right internal teams earlier in startup.
Flag ambiguous or incomplete sections before they delay MCA or budget review.
Begin with QCT today, then expand into MCA, document routing, and budget support as workflows mature.
A repeatable five-step path from incoming sponsor documents to a tracked, ready-to-activate study.
Upload protocol packets, schedules of activities, sponsor budget templates, consent forms, and related startup materials.
Generate a draft Qualifying Clinical Trial checklist using the available QCT workflow.
Assign ambiguous or incomplete items to the appropriate site team for review.
As workflows become available, use structured outputs to support MCA preparation and first-draft budgeting.
See which studies are waiting on QCT, MCA, budget review, sponsor clarification, or internal approval.
One workspace, multiple roles. Each team gets the tools and visibility they need without losing the shared context.
Get visibility into study startup queues, delays, and team workload across sites and studies.
Start QCT and MCA review from structured draft outputs instead of raw protocol documents.
Receive cleaner study inputs for budget development, sponsor negotiation, and finance handoff.
Track document status, missing information, and next-step ownership across the startup lifecycle.
Standardize study intake and reduce repeated sponsor follow-up across research teams.
Permissions, audit history, and storage controls built for the way site research operations and IT teams actually work.
Granular access by organization, role, and study so each team only sees what is relevant to them.
Encrypted at rest and in transit, with document-level access controls and retention policies.
Every workflow change is traceable with user, timestamp, and action for site QA and review.
Cleanly separate departments, programs, and external collaborators inside one workspace.
Tailor reviewer, approver, finance, and coordinator permissions to match your site governance.
Single sign-on, domain restrictions, and session policies designed for clinical research environments.
Use the available QCT checklist workflow today, then expand into document routing, MCA preparation, and first-draft budget support as your site workflow matures.
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