The right patient for the right protocol — automatically
AI Scoring and Matching
Trialflow reads your inclusion and exclusion criteria and scores every lead against every open study, with plain-language explanations.
What you get
- Automatic eligibility scoring against protocol criteria
- Human-readable rationale for every match
- Bulk-match your whole registry in seconds
- Surface qualified candidates you already have
Why it matters
Surface qualified candidates already sitting in your database. The matching engine ranks every lead against your protocol criteria and tells you why someone qualifies — so coordinators spend their time on the best-fit candidates first.
See it in action
AI Scoring and Matching, inside Trialflow
FAQ
AI Scoring and Matching questions, answered
How does the AI matching actually work?+
You define each protocol’s inclusion and exclusion criteria. Trialflow scores every lead against those criteria and ranks candidates by fit, with a plain-language explanation of why each one does or doesn’t qualify.
Do I have to trust a black box?+
No. Every score comes with human-readable reasoning pointing to the specific criteria a candidate meets or misses, so coordinators can see the “why” and stay in control of the decision.
How do I set up protocol criteria?+
You enter each study’s inclusion and exclusion criteria once. The more structured and specific those criteria are, the sharper the matching — and you can refine them anytime as a protocol evolves.
Can it match my entire existing database at once?+
Yes. Bulk-match your whole registry against an open study in seconds to surface qualified candidates you already have, instead of only scoring new leads as they arrive.
Does it replace coordinator judgment or make the final eligibility call?+
No. Matching is decision support that helps coordinators prioritize the best-fit candidates first. Final eligibility is always confirmed by your team and the investigator against the full protocol.
Is my protocol and patient data used to train external models?+
Your protocol criteria and participant data are used to serve your matching, not to train external models on your behalf. We’re happy to walk your security and compliance teams through exactly how data is handled.
Which plans include AI scoring and matching?+
AI scoring and matching is included starting with the Growth plan and is available on every plan above it.
See AI Scoring and Matching in action
Get a personalized walkthrough tailored to your studies and therapeutic areas.