Two ways to ask about startup work. Both answer from the studies you can already see, and each is enabled for your organization by request.
Ask about a study in plain words and get an answer from the studies you can already see.
The AI tool your team already uses, signed in as you, seeing what you see and nothing more.
The question a study manager asks before a startup meeting. Here is how each path handles it, on example data. Your studies will look different.
Which activities are overdue in this study, and who owns the next step?
Three open activities are past their due date.
Talia reads and reports. You open each activity and confirm the date, status, and assignee before you act.
Show the overdue activities in this study and their assignees.
Found three open activities past their due date:
The same question from a different place. The connection sees only what you can see.
Add this comment to Budget negotiation: "Budget review is scheduled for Friday."
Only when your organization allows updates and your account has the permission. Example only: open Budget negotiation in TrialConnx and check whether the comment was saved.
Illustrative. These panels show how each path is meant to handle the question on example data. Not a recorded session.
Talia is the assistant inside TrialConnx. It answers questions about study startup from the data your account can see, and it points you at the records so you can check.
Examples. Talia also offers quick actions on a study, such as Overdue activities, and a question library you can search.
In a sentence, a table, or a chart, depending on the question and the data. You can ask a follow-up in the same conversation.
Talia cannot change a record. It has no way to edit an activity, assign work, or post a comment. It is built to report on study startup and told not to invent facts. That is how it is designed, not a guarantee, so it asks you to check important answers. The data it searches is a synced copy of your studies, so an activity edited a few minutes ago may need a fresh look. The activity record is where you confirm what is current.
Talia is enabled for your organization by request.
Some teams already do their daily work in an AI assistant. TrialConnx can connect to it, so the same questions can be asked from there.
TrialConnx publishes a set of tools that an AI assistant can use on your behalf, through Model Context Protocol (MCP), an open standard for connecting AI tools to software. The assistant signs in with your TrialConnx account, so it can look up the studies and activities you are allowed to see, and no others. It works with assistants such as Claude Code or Codex.
A connection is set up with us for your organization. Your organization chooses whether the connection can only read or can also update activities. Every request is checked against that policy and your own permissions at the moment it is made, so a tool never gets more than you have.
Ask us about connecting your AI tool and what access it should have.
The part your security office reads first.
Talia is enabled for your organization by request. An AI connection is set up with us and governed by your organization's policy. Teams that do nothing keep the regular TrialConnx views, unchanged.
Talia and a connected tool answer from the studies and activities your account can already see. Neither one widens access. Your TrialConnx permissions apply to every question and every change.
With Talia enabled, the question and the study text needed to answer it are processed by an AI model service, and search runs on a synced index of your study text. A connected tool receives the results of the tools it calls, under your own agreement with that tool's vendor.
TrialConnx is a study operations platform, not a clinical data system. The Security page says what is out of scope. What your team types into activities and documents is what Talia can read.
A change made through a connection goes through the same application rules as a change made in the app.
The examples on this page are labeled. A recorded answer is added after we capture it on a demo study.
Ask us to enable Talia for your organization.
Try the overdue question on a study you are working on, and open the activities it finds.
If your team works in an AI tool, ask us about connecting it and what access it should have.
From answers to action.
Today, AI at TrialConnx answers questions. Next, it helps your team act, with a person deciding every step. Not in the product today.
A finished activity hands off the next one. An overdue one sends a follow-up. A document goes where your rule says. Your approvals, full history, no AI required.
An agent you can assign or mention collects status or drafts a follow-up, within the permissions you set. A person approves the result.
A study summary before the meeting, and follow-ups you review and send. Only where your organization enables AI.
Take a handoff in Teams or Google Workspace, with a link back to the activity and quiet hours you control.
Also on the list: setting up a study from the documents you already have.
If one of these would change your week, tell us. We are choosing a few teams to shape them with us.
Both paths are optional and off until your organization asks.
No. Talia and AI connections are off until your organization asks for them. The regular views, reports, and workflows do not change.
Your organization. Talia is enabled by request. A connection is set up with us, and your organization sets its policy.
Talia cannot; it has no tools that write. A connected tool can create or update an activity, relate activities, or add a comment only when your organization allows updates and your account has that permission.
Assistants that support Model Context Protocol, such as Claude Code or Codex. Ask us about yours.
With Talia enabled, the question and the study text needed to answer it are processed by an AI model service, and search runs on a synced index of your study text. With a connection, your AI tool receives the results of the tools it calls, under your agreement with that vendor. Before enabling either, check your organization's policy on AI processing and decide whether a connection may read only or also update.
Yes. Ask us for a demo on a demo study first, then try the overdue question on your own studies once Talia is enabled.
Bring the question your team asks before a startup meeting. We will show it with a demo study.
