The intelligent activation accelerator for study startup.

One AI-ready operating view connects feasibility, budget, contract, IRB, ownership, and bottlenecks from intake to activation.

See the operating view See how it works →

TRIAL
CONNX

TaliaAI assistant

Example

Which activities are overdue in this study, and who owns the next step?

Three open activities are past their due date.

Budget negotiationStatus: Working on itAssigned to: James Case Due: Oct 14
CTA legal reviewStatus: Pending reviewAssigned to: Penny B Due: Oct 20
IRB response letterStatus: To-doAssigned to: Moe L Due: Oct 23

See how this works ↓

Activation Readiness ☆

Startup Workflow (83 active studies)Updated 2 minutes ago

Intake

Avg 4 days

›

Feasibility

Avg 9 days

›

Budget

Avg 18 days

›

Contract

Avg 14 days

›

IRB

Avg 22 days

›

Activation

This month

Median Time to Activation

32days

▼ 14 days vs. prior quarter

CDA Initiated → SIV Completed

158days

Across 42 active studies

Studies Stuck > 30 Days

▲ 3 since last week

Studies in Motion: Currently with Sponsor / CRO13 studies · 4 shown

NCT06383871Red

Phase II · Pediatric Oncology

Intake

Feas

Budget

Contract

IRB

Activate

OwnerJCJames Case

StatusPaused

Stuck 28 daysDue 03/14

UT-001On track

Phase III · Cardiology Device

Intake

Feas

Budget

Contract

IRB

Activate

OwnerMLMoe L

StatusWorking on it

Day 12 in stageDue 04/30

PAC22-31Aging

Phase I · Rare Disease

Intake

Feas

Budget

Contract

IRB

Activate

OwnerPBPenny B

StatusPending Review

Day 22 in stage2 redline rounds

NCOG-489On track

Phase II · Lung Oncology

Intake

Feas

Budget

Contract

IRB

Activate

OwnerDBDotty B

StatusTo-do

Day 6 in stageSite survey out

Sample workflow on example data. Your studies will look different.

Oneoperating view

Startup is a workflow, not a status meeting.

TrialConnx makes the path from pre-award to activation visible: what stage each study is in, who owns the next action, and where work is slowing down.

Study IntakeCapture the request

FeasibilityReview fit and capacity

BudgetTrack coverage and costs

ContractKeep terms moving

IRBFollow submission status

ActivationOpen with confidence

Built before conduct

Purpose-built around the startup path from intake to activation.

Clear custody

See whether the next action sits with your team, sponsor/CRO, PI/department, IRB, contracts, or another owner.

Portfolio memory

Keep the audit trail and cycle-time patterns that disappear when startup is run through email.

Ask with AI

Talk to your studies. Know what is late and who has the next step.

See the late work before the meeting. Ask which activities are past due and who is listed as the owner. The answer points at the records, and you open each one to check it.

AIat work

Here is the AI at work.

One question, asked inside TrialConnx or from your own AI assistant, answered from your own studies.

Optional, by request

AI is optional. Nothing changes for teams that keep using the regular views.

Inside TrialConnxTaliaPAC22-31 · Phase I · Rare Disease

Example

Which activities are overdue in this study, and who owns the next step?

Three open activities are past their due date.

Budget negotiationAssigned to: James CaseDue: Oct 14Status: Working on it
CTA legal reviewAssigned to: Penny BDue: Oct 20Status: Pending review
IRB response letterAssigned to: Moe LDue: Oct 23Status: To-do

Then open each activity and confirm the date, status, and owner. Talia never changes a record. Available by request.

From your AI toolAI connectionPAC22-31 · Phase I · Rare Disease

Example

Your AI assistant · connected to TrialConnx

Which activities are overdue in this study, and who owns the next step?

Found three open activities past their due date:

Budget negotiation, James Case, due Oct 14
CTA legal review, Penny B, due Oct 20
IRB response letter, Moe L, due Oct 23

Works with an AI assistant your organization connects, such as Claude Code or Codex, through Model Context Protocol (MCP). It sees what you see, and your organization decides whether it can also update activities.

1Askthe question in plain words

2Openthe activities it found

3Decidethe next step with your team

4Recordit through your normal permissions

See the question answered in a demo How AI works at TrialConnx

Your CTMS wasn't built for study startup. We are.

CTMS platforms like OnCore, Veeva, and WCG were built for trial execution: visit tracking, monitoring, EDC handoff. The pre-conduct workflow is a different problem: intake, feasibility, budget, contract, IRB, and activation. That's the gap TrialConnx fills.

See how TrialConnx fits with your CTMS

How TrialConnx fits in

How TrialConnx compares to what you're using today.

Every team starts somewhere. Most start with one of these, and most outgrow it the moment study volume climbs.

If you're already using a CTMS

Add startup. Keep your CTMS.

Pre-award and feasibility tracking your CTMS doesn't cover
IRB submission ops and resubmission cycles
Site activation visibility before enrollment begins

Run them together: startup through TrialConnx, execution through your CTMS.

If you're on Excel or homegrown tools

From chaos to clarity.

Single source of truth across studies, not 50 spreadsheets
Automated workflows replace manual status updates
Real metrics on cycle time, custody, and bottlenecks

Stop reconstructing study status from email threads.

If you're adapting Monday, Jira, or Smartsheet

Built for clinical trials, not adapted from one.

Pre-built workflows for IRB, contracts, budgets, feasibility
Per-study pricing, so admins and reviewers come free
Real analytics on study startup metrics, not generic project KPIs

Stop bending a tool that wasn't designed for clinical research.

What clarity looks like

What changes when startup has one operating view.

Stop tracking studies in your head, on sticky notes, and across email threads. TrialConnx gives every team a shared, current picture.

See every study at once.

Portfolio-wide view of every study's startup status. No spreadsheet manifest. No Monday-morning audit before you can answer a stakeholder question.

Know exactly who's holding what.

Custody tracking shows where each activity sits (internal team, sponsor, IRB) and how long it's been there. Find what's stuck without asking.

Audit trail on every change.

Full history of who changed what, when, and why, on every activity. Comply without reconstructing the timeline from memory.

Real metrics on the work itself.

Cycle time, custody duration, and bottleneck patterns, measured rather than guessed. Improve the next study from what you learned on the last one.

Common questions

Questions sites ask before they bring us in.

A few of the things teams want to know before a demo. The full list lives on our FAQ.

What part of the trial lifecycle does TrialConnx cover?

Study startup: feasibility and site selection through budgets, contracts, IRB, and activation. Once a site activates and patients enroll, your CTMS and EDC take over.

We hire vendors for startup. Do we still need TrialConnx?

Vendors add capacity. TrialConnx gives you the view across all of it, so you see where every study stands and who owns the next step, whether your team or an outside vendor is doing the work.

Does it integrate with our CTMS or EHR?

It's API-first and built to sit alongside your existing systems. Your CTMS stays the system of record for trial conduct; TrialConnx organizes the startup work that leads up to it and hands off the relevant data at activation.

Can we see real-time status across studies?

Yes. One view of every study in startup: where it stands, what's blocking it, and which milestones are at risk, without compiling status from spreadsheets and email.

See all 12 questions on our FAQ →

Built for your role

Designed for the teams running clinical trial startup.

Different teams, same system, built for the workflows each one actually runs.

Academic Medical Centers

For AMCs running 100-250 trials a year. Run feasibility, IRB, contracts, and activation in one system instead of five spreadsheets and a dozen email threads. Scale without adding headcount.

For AMCs

Independent Sites & Networks

For sites running 20-50+ active studies. Compete for trials with proof of operational discipline. Show sponsors a track record of activation timelines, not a promise.

For Sites

CROs & Sponsors

Coordinate site activation across portfolios. Real-time startup metrics, predictable timelines, fewer status meetings with site teams.

For CROs

Compliance & integrations

Built to meet your standards.

HIPAA-aligned

21 CFR Part 11 controls

Works alongside OnCore, Veeva, WCG

Replaces Excel + Outlook chains

From the team

Recent thinking on study startup.

Specialized startup tools working alongside CTMS platforms

Blog

How specialized startup tools work alongside CTMS

The coexistence pattern: what specialized startup platforms add that OnCore, Medidata, and Veeva aren't designed to do.

Read article

Blog

When study startup becomes a bottleneck

What collapses when site startup scales from one study to five, and the operations changes that pull cycle time back down.

Read article

The gap between CTMS and study startup workflows

Blog

Why your CTMS isn't built for study startup

The structural reason execution-grade CTMS systems leave activation teams in spreadsheets, and what to do about it.

Read article

From chaos to clarity.From request intake to activation.

See where your startup is leaking days across pre-award, IRB submission, and site activation.

Find startup bottlenecks