01 /
The protocol is rebuilt as forms, by hand.
A data manager reads the protocol and builds the CRFs, the field types and the edit checks from it. Four to eight weeks on most studies, and a version of the same work again at every amendment.
Clinical-trial intelligence
A protocol becomes a form by hand. A lab report becomes data by hand. A discrepancy becomes a query by hand, weeks after entry. Trialion is building the intelligence layer that reads the documents, drafts the work, and stops for a qualified signature. It is live today, as an AI-native EDC.
Illustrative — not a live study
The problem
01 /
A data manager reads the protocol and builds the CRFs, the field types and the edit checks from it. Four to eight weeks on most studies, and a version of the same work again at every amendment.
02 /
Lab reports arrive as PDFs. Remote sites still work on paper. A coordinator transcribes each page into the EDC, and a monitor later verifies the transcription against the page it came from.
03 /
An out-of-range value sits in the database until a monitoring pass finds it. By then the subject has had two more visits and the query is about something nobody at the site remembers.
04 /
Recruitment in one vendor, randomisation in another, dispensing in a third, the eCRF in a fourth. The reconciliation is a spreadsheet, and the spreadsheet is where the errors live.
Every one of these looks like an operations problem. Every one of them is a reading problem.
The engine
The same pipeline reads a protocol, a lab report or a scanned source page, drafts the structured work that follows from it, and holds that draft until a qualified person signs. The EDC is built on it.
01 /
LiveProtocol sections, central-lab PDFs, scanned source pages. The engine reads the documents a trial is actually made of, and keeps a pointer back to the paragraph or the place on the page every value came from.
02 /
LiveForms and edit checks from the protocol. Values from the report, each with a confidence. A query from the discrepancy, with subject, site and visit attached. Every one is a proposal, written down with its reason.
03 /
LiveNothing counts until a qualified person accepts it. The reviewer, the timestamp, the value before and the value after land on the same audit trail as the data, under 21 CFR Part 11 signatures.
How it works
The AI Designer drafts the form. AI Capture reads the source documents. Both stop at a person — nothing is saved, and nothing reaches a monitor or a regulator, until someone qualified has put their name to it.
Step 01 / Draft — AI Designer
Point it at a protocol section and it drafts the fields, the field types and the edit checks that follow from them, with the paragraph each one came from still attached.
Then it stops. A draft is a proposal, not a study — nothing reaches a site until a data manager has read it and approved it.
Or build it yourself
Drag field types onto the form, set the conditional logic and add edit checks. The AI is optional — a study can be built this way from an empty form, and every draft it proposes can be taken apart the same way.
Step 02 / Capture — AI Capture
A central lab PDF, a scanned page from a site that still works on paper — AI Capture reads it and lifts the values into the form, each one carrying how sure it is and a link back to the place on the page it came from.
Nothing is saved on the model’s word. A person checks the value against the source and confirms it, and that confirmation is what lands on the audit trail.
Step 03 / Check
Edit checks fire as data lands, not in a monitoring pass weeks later. The discrepancy arrives with subject, site and visit attached, and the site query is drafted and logged to the audit trail.
It then waits. Nothing leaves the platform until a data manager reads it and decides it should.
Verify that consent is signed before any visit or drug exposure.
To: Site 04 — Study Coordinator
Re: SUBJ-00214 · Informed consent date
The consent date on the Informed Consent form is blank, but Visit 1 procedures are recorded for 12 Mar. Please confirm the date consent was signed and attach the signed ICF page.
Step 04 / Sign
Every draft the platform produces is a proposal until someone qualified accepts it. The reviewer, the timestamp, the value before and the value after are written to the same audit trail as the data itself.
The product
Forms, edit checks, queries, signatures and exports read and write the same records under one audit trail. There is nothing to reconcile inside the EDC, because there is only one system. Everything else — your CTMS, eTMF, eConsent, RTSM and safety database — connects once, at the edge.
one schema · one subject record · one immutable audit trail
Everything above the line is the EDC, live today. Everything below it is a system you already run, connected by integration.
External integration will always be a requirement. What changes is that it happens once, at the boundary — not repeatedly between internal modules.
Every supported integrationEvery moduleCompliance
Audit trails and electronic signatures are properties of the data model, so no module can be configured out of them. Designed for the frameworks below, in the order an Indian sponsor asks about them.
The compliance detailSpecification
Most systems we looked at were built for a trial that does not look like ours. Trialion starts from Schedule Y, and from what a coordinator at a remote site can realistically do on the day. The audit trail is the part that holds up when an inspector starts asking.
Before a build
Answered as we would answer them on a call, including the ones where the answer is not yet.
Today a study moves draft → UAT → live, and configuration is promoted between them. A separate development environment and an independent QC stage, with test subject data isolated from production, is the next piece of architecture we are building. If you are planning a build, ask us where it stands on the day.
Amendments version the study configuration and deploy without a rebuild. What we will not claim yet is a complete change-control workflow across separate environments, with a documented impact on already-enrolled subjects. Bring the scenario to the call and we will walk it honestly rather than demo around it.
They are two different things and we keep them separate. Platform validation is ours: the system is architected to GAMP 5 and the formal exercise runs with an external auditor. Study validation is proving that your CRFs, edit checks, derivations and visit structure behave to your specification — today that happens in UAT, and a dedicated QC stage with retained evidence is in build.
Yes. Roles and their permissions are configurable rather than fixed, at organisation, study and site level, because no two CROs use the same titles. Field- and form-level restriction is the next level of granularity and is not there yet.
Today it raises a query, and that is wrong — a deliberate blank is not a discrepancy. Standardised missing-data reasons (not done, not applicable, unknown, not available) recorded with a comment on the audit trail are a change we are making, because statistics needs to tell an omission from a fact.
No. A study can be built entirely by hand, and nothing the model drafts takes effect until a person accepts it. The AI writes a proposal; a qualified reviewer decides whether it becomes the study.
The generated output, every human change made to it afterwards, and who approved it are on the audit trail. Retaining the model version and the prompt alongside them is a change in progress, so an inspector can see what was proposed as well as what was accepted.
Not today. Trialion is built for open-label work, including bioequivalence and Phase I–IV designs that randomise without blinding. Blinding touches randomisation, drug supply, unblinded pharmacy roles and emergency unblinding at once, and we would rather say no now than ship something that leaks a treatment assignment.
Bring the one that does not. Thirty minutes, your own protocol, and you will see it running rather than described. Sandbox in 24 hours.