Clinical research sales & operations
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Built for clinical research site networks

Win the study.
Keep it moving.

For site networks: spot the study early, decide whether to bid, choose the right sites, and keep the work on time once you win it.

Request a demo Explore the platform

From the first signal of a study to First Patient In.

TrialCurrent Network fit for a Phase III atrial fibrillation study: two chosen sites with their investigators, about 58 patients against a target of 60, medium confidence.
TrialCurrent with demo data
One connected path.
  1. Opportunity
  2. Feasibility
  3. Site selection
  4. Study startup
  5. First Patient In

The TrialCurrent platform

From the first sponsor contact
to the first patient.

The work between winning a study and starting it. Finally, connected.

Pipeline you can act on

Every deal shows its value, its stage and the next step it is missing, so nothing sits without an owner.

More on the sales platform
TrialCurrent Pipeline board: four deals across Prospecting, Opportunity, Feasibility and Proposal, each with its BD director, win probability and the next step it needs; amounts hidden.

Choose the right sites

Compare plans before you commit: in this example the conservative plan drops a site with a competing study, and coverage of the enrollment target falls from 97% to 48%.

More on site selection
TrialCurrent Network fit scenarios: the conservative plan keeps one site, about 29 patients against a target of 60, low confidence, and says what changed from the recommended plan.

Know when your first patient enrolls

The first-patient forecast names the step deciding the date, who owns it and what to do next, and turns that into a task in one click.

More on study startup tracking
TrialCurrent first-patient forecast: 91 days later than planned, with the step deciding the date, its owner and a Make this a task button.

See what needs attention today

Control Tower ranks delays across contracts, feasibility and studies, each with the reason, the owner and the action to take.

TrialCurrent Control Tower: three signals needing action, led by an unpaid invoice and a study forecast 91 days late, each with an owner and a next action.

Screens from TrialCurrent with demo data, amounts hidden.

See how it all connects

What's in the platform

Every tool on one path to First Patient In.

The core tools for each stage are below. Each hands its records to the next, so nothing is typed twice.

  1. Opportunity

    • PipelineValue, stage and next step on every deal.
    • Morning DigestWhat moved overnight, by role.
    • Deal economicsWhether a study is worth winning.

  2. Feasibility

    • Protocol workspaceCriteria, visits and procedures from the protocol.
    • Feasibility AssistantQuestionnaire answers drafted from your records.

  3. Site selection

    • Network Bid EngineFit, capacity and conflicts across every site, with plans to compare.
    • ScoutFind sites and physicians outside your network.

  4. Study startup

    • Regulatory documentsVersions and expiration dates, kept per site.
    • Guided ResolutionA way forward for the step that is stuck.

  5. First Patient In

    • First-patient forecastThe step setting the date, and its owner.
    • Executive reportsOne view for leadership.

Feeding the path: Discover surfaces new trials and sponsors, and AI notes turn calls into records. Watching all of it: Control Tower ranks what needs attention today. Also included: Sales Strategy writes the bid plan from your data, and Network Development manages outreach to new sites and investigators.

Who it's for

Built for the way your network is organized.

Growing networks, 3 to 10 sites

You've outgrown the spreadsheet. Every sponsor conversation, feasibility and startup task sits in one place, so the next study doesn't depend on one person's inbox.

Regional and multi-state networks, 10 to 30+ sites

Which sites should take this study? Compare plans across the network before you commit, with each site's capacity and competing studies in view.

Integrated research organizations

Sales and operations on one path. Leadership sees pipeline, startup risk and first-patient dates without waiting for the weekly status meeting.

For BD and sales leads, feasibility teams, study startup managers and executives.

How it works

One protocol, from inbox to decision.

Here is what happens when a new protocol lands, shown with demo data.

  1. The protocol arrives.

    Upload it and TrialCurrent drafts a summary, the study design and summaries of the eligibility criteria and procedures, for you to confirm against the document. Site and vendor requirements come with the protocol text behind them.

    TrialCurrent protocol overview for a Phase III atrial fibrillation study: a summary drafted from the uploaded synopsis with a note to confirm it against the document, and the study design: 14 visits, high patient burden, medium recruitment difficulty.
    Demo data

  2. The questionnaire gets a head start.

    Answers are drafted from your site records, each with its sources, and anything the records can't answer is marked Needs input for a person.

    TrialCurrent drafted feasibility answers for a GI research site: grounded answers with their sources, and answers marked Needs input with what is missing.
    Demo data

  3. See the network fit.

    Which sites to choose and their investigators, the enrollment they project against your target, and cautions such as a competing study at the same site.

    TrialCurrent Network fit: about 58 randomized over 12 months against a target of 60, two chosen sites with their PIs, and the reasons two other sites were not chosen.
    Demo data

  4. Decide bid or no-bid.

    Compare the Conservative, Recommended and Expanded plans, then record Go, Conditional or No-Go with who decided, when, and the conditions or the reason for a no-bid.

    TrialCurrent Go / No-Go decision: Go, decided by Lena Brooks on 2026-10-02, with the condition to confirm a site's screen-failure estimate before the bid goes back.
    Demo data

  5. Hand off to startup.

    When you mark the deal won, the study is created with its sites, each site's owner and a first-patient forecast. Assign the study owner and turn any forecast step into a task in one click.

    TrialCurrent first-patient forecast on a new study: 91 days later than planned, the step deciding the date and its owner, and a Make this a task button.
    Demo data

A little less chasing. A lot more knowing.

Your next move.
Already in view.

Make room for the work that needs you. Let TrialCurrent help with the rest.

Take a closer look in a demo
Morning Digest

Start with what matters.

The changes. The priorities. The things that need a closer look.

Your pipeline has moved.See the opportunities behind the change.
A study needs your attention.Go straight to the record.

A daily briefing shaped around your role, before the first meeting.

Illustrative product views · Sample content

01 Documents & credentials

A regulatory binder for each site: new versions supersede old ones, and documents and investigator credentials are flagged when they are within 90 days of expiring.

02 Blocker management

Give every roadblock an owner and a way forward.

03 Connected reporting

See the big picture. Get to the records behind it.

Works with what you run

Keep your CTMS. Add the part it doesn't cover.

TrialCurrent covers the work before First Patient In and sits beside the systems you already run.

Works alongside your systems through

  • Spreadsheet import. Bring in sites, investigators, contacts and deals from CSV or Excel files, and review how the columns map before anything is saved.
  • A read-only REST API. Described in an OpenAPI document at /api/v1/openapi.json, with access keys your organization admin creates.
  • Email notifications. TrialCurrent sends email notifications, such as the Morning Digest and feasibility reminders.
  • Call transcripts. Upload a .txt, .vtt or .docx transcript, or paste one, and review the drafted note and follow-up tasks.

What TrialCurrent doesn't do

  • Store patient records
  • Replace your CTMS, eSource or eISF
  • Ask you to move work that's already running well

Built for the way your network works

Clinical research.
From the inside out.

Created from hands-on experience in clinical research operations. Purpose-built for the teams moving studies forward.

Explore security & governance

Multi-organization workspaces

Separate organizations. Clear boundaries.

Role-based access

The right visibility for the right people.

Operations data. No patient records.

Focused on studies, sites and the work between them.

Pricing

Priced per active site. No per-user fees.

Your whole team can use it. You pay for the sites you run, so cost grows with your network and not with headcount.

TrialCurrent subscription

$1,500per active site, per month
  • Annual agreement, paid upfront, with a quarterly payment option
  • Every module, for every user on your team

90-day design-partner pilot

$4,500flat fee

Run TrialCurrent on real studies with direct access to the team building it. The pilot succeeds if the number of Discover opportunities and the usage bar we agree in writing at the start are met. Pilot partners keep a reduced rate afterward.

Example: a 5-site network on the annual agreement pays $7,500 a month ($90,000 a year). A one-time implementation fee is quoted on your Order Form. Volume and scope can change the rate, and your Order Form states the final terms.

We're onboarding our first design partners.

No customer logos yet, and we won't invent any. A small group of site networks is shaping what TrialCurrent does next, with direct access to the team building it, a voice in the roadmap and hands-on onboarding. Every screenshot on this page is demo data, and we can walk through the same screens on your own questions.

Talk to us about the pilot ›
FAQ

Questions, answered

Who is TrialCurrent built for?
TrialCurrent is built for site networks, decentralized research organizations (DROs), and hybrid research organizations. It gives business development, feasibility, network development, study operations, finance, and leadership a shared workspace for finding, winning, and starting studies.
Are Discover and the Network Bid Engine separate products?
They are purpose-built tools within TrialCurrent’s wider platform, alongside the Protocol workspace, Scout, Sales Strategy, the first-patient forecast, and more. Connected study, site, and relationship records help teams move from a new opportunity to a coordinated plan.
Can TrialCurrent help before a feasibility questionnaire arrives?
Yes. Discover helps teams spot relevant trial and sponsor activity, then bring promising studies into the pipeline with their registry source attached. Business development can start assessing the opportunity and planning its next conversation earlier.
Anyone can read SEC filings. Why would we need Discover?
You can read a filing. The work is reading every sponsor's filings, licensing deals, job ads and studies abroad every day, and knowing which ones point to a study your sites could win. Discover does that reading, ties each call to the sentence in the source, scores it against your sites and therapeutic areas, and lets you add it to your pipeline in one click. It looks at sources the registry doesn't show yet, so a call can come before the study is listed. Every call is logged and checked against the registry afterward, and the track record shows confirmed, missed, pulled and still-open calls side by side. It is early: most calls are still open, so the hit rate is not published until enough of them close.
How does TrialCurrent help us decide which studies to bid on and which sites to choose?
The Network Bid Engine brings together study fit, site and investigator capabilities, capacity, delivery history, and competing studies. Teams can see the evidence behind a recommendation, assess what they can credibly commit, and identify gaps that need review.
Can it help us complete sponsor feasibility questionnaires?
The Feasibility Assistant drafts answers from your records, cites its sources, and flags missing information for review. Your team can complete the gaps and build reusable site information, so future questionnaires start with more of the answers already available. More on site feasibility.
Can we find new sites and investigators outside our current network?
Yes. Scout helps you discover US practices and physicians by specialty and location, with available research experience signals. Network Development helps manage outreach, assessment, and onboarding so promising candidates become part of an organized expansion pipeline.
How does it support sponsor conversations and proposals?
Sales Strategy brings protocol demands, network capabilities, performance history, and sponsor context into a written plan for the bid. Deal economics helps teams examine the financial assumptions, so proposal preparation starts with a clearer view of the opportunity and the commitments behind it.
What happens after a study is awarded?
Your team can track site activation milestones, document readiness, responsible owners, and open blockers. The first-patient forecast connects those records to a forecast for First Patient In, helping teams see what is driving the date and where action is needed.
Can we forecast revenue from the pipeline?
Yes. Each deal carries a value, a stage and a win probability. The Forecast report shows booked and probability-weighted value for the quarter by sponsor, and the report builder totals weighted pipeline by month.
Can site teams respond without a full account?
Yes. Sites answer a feasibility questionnaire through a secure link, with no account needed. Links expire after 90 days by default and can be revoked.
What do we need to get started?
Your site list, your investigators and their specialties, and the studies currently in your pipeline. A spreadsheet is fine: the import tool reads CSV and Excel files, and you review how the columns map before anything is saved.
Does TrialCurrent hold patient data?
No, and that's a deliberate design boundary rather than a limitation. TrialCurrent works with aggregate, milestone-level operational data about sponsors, sites, studies, and investigators. No PHI, no patient records, no eSource. If you need patient-level recruitment or consent tooling, that's a different category of product, and we'll happily point you toward one.
How is it priced?
Pricing is $1,500 per active site per month on an annual agreement paid upfront, with a quarterly payment option and no per-user fees, plus a one-time implementation fee that is quoted on your Order Form. A 90-day design-partner pilot is a flat $4,500, and it succeeds if the number of Discover opportunities and the usage bar we agree in writing at the start are met. Volume and scope can change the rate, and your Order Form states the final terms.
How long does it take to get started?
Weeks. You start with your site list, your investigators and their specialties, and the studies in your pipeline. A spreadsheet is fine.
Where does AI fit, and where doesn't it?
TrialCurrent uses AI where it reads, and auditable rules where it decides. AI extracts structure from protocols, captures contacts and tasks from natural notes, and drafts the digest narrative. It does not decide anything on its own: the Control Tower signals, feasibility verdicts, win probability, health scores, and deal economics are all rule-based and show their arithmetic. Every extraction goes through human review, with conflicts surfaced rather than silently applied.
Is TrialCurrent a CRM?
It does the CRM work for clinical research: sponsors, CROs, contacts and the pipeline. Then it keeps going, through feasibility, site selection and study startup to First Patient In. That is why TrialCurrent is a Clinical Research Sales & Operations Platform rather than a CRM.
We already have a CRM and a CTMS. Where does this fit?
TrialCurrent runs sales and sales operations, from the first sponsor contact to First Patient In, and works alongside your CTMS. Keep the systems that run your active studies.

See TrialCurrent in action

You've seen the possibilities.
Now see it work.

Request your demo

Your network. Your questions. Let's talk.