Clinical Trial Recruitment,Superpowered
Streamline patient recruitment, automate outreach, and accelerate enrollment with the intelligent platform built for clinical research sites.
Clinical Trials
13 active trials
NBI-3032 OLE (SCZ)
38% complete
OTSUKA-00035 (SCZ)
18% complete
MM120-310 (MDD)
6% complete
Everything you need
One platform, from first lead to last visit
Trialflow replaces the spreadsheets, sticky notes, and disconnected tools your team juggles today.
Lead Tracking CRM
Every prospective participant, in one place
A purpose-built CRM for clinical research that captures leads from every source and tracks each person from first touch to enrollment.
Learn moreEmail, Phone, and SMS
One inbox for every conversation
Call, text, and email candidates without leaving Trialflow — every interaction logged automatically to the right record.
Learn moreAutomated Outreach
Follow-up that runs itself
Reach candidates the moment they qualify with multi-step email and SMS campaigns that nurture leads automatically.
Learn moreCustomizable Funnels
A pipeline that matches your protocol
Design recruitment funnels stage-by-stage to mirror exactly how your site moves candidates from inquiry to enrolled.
Learn moreAI Scoring and Matching
The right patient for the right protocol — automatically
Trialflow reads your inclusion and exclusion criteria and scores every lead against every open study, with plain-language explanations.
Learn moreQualification Forms
Pre-screen before you pick up the phone
Build dynamic screening forms with a no-code builder, embed them anywhere, and auto-score responses straight into your pipeline.
Learn moreWorkflows and Automations
Put your busywork on autopilot
Trigger actions automatically when leads change status — message, assign, schedule, or advance candidates without lifting a finger.
Learn moreMeeting Scheduling
Book screening visits without the back-and-forth
Coordinate screening calls and site visits with scheduling and automated reminders that cut no-shows.
Learn moreAnalytics and Reporting
Decisions backed by real numbers
Real-time dashboards show enrollment velocity, source performance, and funnel conversion — exportable for sponsors and IRBs.
Learn moreDocument Management
Consent forms and source docs, organized
Store protocols, consent forms, and participant documents securely, linked to the right study and candidate.
Learn moreParticipant Monitoring
Keep every enrolled participant on track
Track visit windows, follow-ups, and retention across your active participants so nobody falls behind.
Learn moreOpen API and Integrations
Trialflow fits your stack
Connect Trialflow to your existing tools with a developer-friendly API and integrations for email, SMS, and more.
Learn moreAI Scoring & Matching
Find candidates already hiding in your database
Trialflow reads your protocol criteria and scores every lead against every open study — with a plain-language explanation for each decision.
- Automatic eligibility scoring against inclusion/exclusion criteria
- Human-readable rationale for every match
- Bulk-match your whole registry against a new study in seconds
- Surface qualified patients you already have
Match results · NBI-3032 OLE
Sarah M.
Strong match
James R.
Likely eligible
Patricia K.
Needs review
How it works
From inquiry to enrollment in four steps
A recruitment workflow that runs itself, so your coordinators can focus on people.
Capture
Pull in leads from web forms, referrals, registries, and bulk imports. Everything lands in one clean, deduplicated database.
Match
Trialflow scores every candidate against your open protocols and surfaces who qualifies — with the reasoning to back it up.
Engage
Automated email and SMS campaigns reach qualified candidates instantly, while your pipeline tracks every interaction.
Enroll
Schedule screening visits, manage consent, and move participants to enrollment — with analytics proving what works.
Built for protected health information
HIPAA-conscious architecture with encryption, role-based access control, and audit logging — the controls sponsors, CROs, and IRBs expect.
Pricing
Plans that scale with your site
Start free. Upgrade as you grow. Talk to us when you're running a network.
FAQ
Questions, answered
How long does it take to get started?+
Most sites are up and running within a day. Import your existing leads, add your studies, and Trialflow starts matching candidates immediately. Our team helps with onboarding and data migration on Growth and Enterprise plans.
Is Trialflow HIPAA compliant?+
Trialflow is built with HIPAA in mind — encryption in transit and at rest, role-based access control, and audit logging on sensitive actions. We sign BAAs with Enterprise customers and are happy to walk your compliance team through our controls.
Can I import my existing participant database?+
Yes. Trialflow supports bulk imports from spreadsheets and registry exports, with smart deduplication so you start with a clean database. Enterprise plans include white-glove migration.
How does the AI matching actually work?+
You define each protocol’s inclusion and exclusion criteria. Trialflow scores every lead against those criteria and gives a plain-language explanation for each match — so your coordinators always know why someone qualifies.
Ready to transform your recruitment?
Join research teams using Trialflow to enroll faster and waste less time on busywork.