New inquiry follow-up
Help organize incoming interest, identify who needs a call, and keep follow-up with the right person.
Managed recruitment
Recruitment support that works with your site.
Get help with inquiry follow-up, outreach coordination, records requests, and visit scheduling—within an agreed plan for your study.
Use your own team. Add support where you need it.
One agreed workflow
Your site + recruitment support
Your site sets the direction
Study requirements, approved messaging, and escalation points.
Support helps with follow-through
Agreed outreach, requested items, and appointment coordination.
Your study team makes the decisions
Clinical review, eligibility, and enrollment stay with the authorized team.
Where extra hands can help
Keep the follow-up from falling behind.
Choose the work you need help with. Agree who handles it, what gets recorded, and when your team takes over.
Outreach coordination
Discuss support for calls and general follow-up using the messaging and contact process agreed with your team.
Outstanding items
Help follow up on requested items so missing information stays visible to the study team.
Visit coordination
Coordinate the handoff to an appointment around your site’s availability and study-team decisions.
Your team stays in control
Extra support. Clear responsibilities.
Managed recruitment should make the next action easier to follow. Start with the work your team wants to keep and the gaps you want help covering.
Explore the platformAn agreed scope
Define the support, sites, studies, and handoffs before work starts.
Your approved messaging
Agree the study information and outreach process with your team.
Clinical questions go to your team
Authorized study personnel make eligibility and enrollment decisions.
How support fits into your workflow
Start with a plan your team can use.
- 01
Define the scope
Start with your studies, sites, current workflow, and the work you want help with.
- 02
Agree the handoffs
Name owners, approve messaging, and decide which questions return to your study team.
- 03
Coordinate the work
Keep agreed outreach, follow-ups, and next actions connected to the workspace.
- 04
Review progress together
Review recorded activity and blockers, then discuss where the plan needs adjusting.
Tell us where the work gets stuck
Let’s talk about your recruitment needs.
Request a demo and use the conversation to discuss your current process, staffing needs, and setup options.
A useful first conversation covers:
- Your studies and participating sites.
- Where inquiries or follow-ups are getting delayed.
- What your current team handles.
- The support scope you want to explore.
Share study-level goals only. Please leave out patient names, medical details, and records.
Prefer a general question? Contact our team
Before you decide
Questions about managed support.
Talk through fit, scope, and responsibilities before agreeing to services.
Explore the site workflowCan we use the software without managed recruitment?
Yes. Managed recruitment is optional. Your team can use the platform on its own, or discuss support for specific parts of your recruiting workflow.
What does managed recruitment include?
The scope is agreed with your team before work starts. Discuss inquiry follow-up, study outreach, requested-item coordination, visit scheduling, and reporting needs so responsibilities are clear.
Who makes eligibility and enrollment decisions?
Your authorized study team makes clinical, eligibility, and enrollment decisions. Recruitment support helps organize the work and returns clinical questions to the appropriate team.
How are pricing and setup decided?
Ask for a proposal based on your studies, sites, support scope, and existing team. Confirm pricing, responsibilities, access, and any setup requirements before deciding.
Can you guarantee enrollment?
No. Recruitment and enrollment depend on study criteria, participant interest, site capacity, and study-team decisions. Use the first conversation to discuss realistic scope and how progress will be reviewed.
Can we ask questions before committing?
Yes. Request a demo or share your study-level questions below. The conversation is a chance to discuss fit and support needs before agreeing to services.
Software, support, or both.
Find a setup that fits the way your team works.