The Trial Recruitment Toolbox™
Faster, More Accurate
Clinical Trial Recruitment in One Workflow
An AI-driven recruitment CRM for sites, SMOs, and CROs that brings protocol setup, candidate outreach, guided screening, scheduling, eSignature, document management, and recruitment oversight into one secure, HIPAA-compliant workflow.
Eight digital tools developed and integrated specifically for this purpose allow for a fully HIPAA-compliant, self-contained platform that increases efficiency and reduces human error.
AI-DRIVEN TRIAL DATA EXTRACTION52% Less Recruitment Setup Time
The TRT uses AI to extract key protocol information and generate a trial-specific recruitment script with decision-tree logic. In our internal comparison, this reduced the average time from protocol receipt to first recruitment call by 52%.1
1-CLICK CANDIDATE UPLOADStart Outreach Without Re-Entering Data
Upload candidate data from a spreadsheet to create prepopulated TRT records for calling, texting, emailing, screening, and scheduling. Staff can start outreach sooner while keeping candidate information in one workflow.
CALLING AND TEXTINGReach Candidates Without Leaving TRT
Call or text candidates directly from their TRT record using secure VoIP and prepopulated or custom templates. Outreach stays connected to the candidate record, and call and text charges are included with the TRT subscription.
AUTOMATED DECISION-TREE LOGIC39% Less Screening and Consent Time
The TRT presents one question at a time, follows protocol-specific logic, records notes, and updates candidate status automatically. This guided workflow produced 39% less screening and consent time than our prior electronic process; modeled comparisons indicated 99% less time than traditional in-person workflows.2
1-CLICK APPOINTMENT SCHEDULING42% Higher Scheduling Rate
Schedule appointments directly from the candidate record and automatically send confirmations and reminders. In our internal comparison, the scheduling rate was 42% higher with TRT.3
ESIGNATURESend and Track Documents in Real Time
Send approved trial documents through prepopulated emails and monitor delivery, opening, and completion status in real time. Staff can follow up before incomplete paperwork delays recruitment.
DOCUMENT MANAGEMENTKeep Completed Documents Organized
The TRT automatically files completed trial documents by study and candidate. Staff can securely search, retrieve, review, and download records without managing separate filing systems.
ADMINISTRATOR DATASee What Is Working
Monitor candidate dispositions, contact timing, outstanding follow-ups, and team activity in one place. Administrators can identify bottlenecks, direct staff attention, and improve the recruitment workflow.
INTEGRATED WORKFLOW CONTROLS96% Fewer Errors
The TRT keeps recruitment activity, communications, documents, and follow-up connected in one guided workflow. In our retrospective audit, TRT-supported workflows produced 96% fewer recorded errors per recruitment session, including protocol, documentation, disposition, scheduling, callback, handoff, and communication errors.4
CRC EXPERIENCETeam Satisfaction
Recruitment staff rated satisfaction with the TRT-supported process 9.2/10, compared with 4.2/10 without the TRT. The TRT gives CRCs a simpler, more organized way to manage candidate recruitment.5
See the Trial Recruitment Toolbox™ in Action
See how the TRT can help your team move from study startup to candidate enrollment faster, with less manual work and fewer errors.
