TrialFlow turns the data your organization already has into live reports for sixteen departments: finance, trials, patients, recruitment, sites, quality and more. Every figure carries a comparator, a plain-language explanation and the records behind it.
The Hub reads every department’s vital signs and turns them into a single health score with the few items that need attention today.
Every bar, card, row and cell opens the records behind it. A “?” on each figure explains its definition, its calculation step by step with your real numbers, and why it matters.
15 invoices · $2.27M pending. Largest: Juniper Bio, $267k.
Awards against target, sponsor goals against actuals, site P&L, DM revenue, AR aging and cash collection, each with a ledger behind the chart.
Deviations by age, monitoring visits, query resolution, safety reporting timeliness and database lock readiness.
Funnels from referral to randomization, screen-fail reasons, retention and diversity plans against target.
CAPA, audit findings, inspection readiness, IRB submissions and document expiry, with owners and due dates.
Spreadsheets, Google Sheets, databases or APIs. Synced on a schedule you choose.
Columns map once to the metric catalogue. Every report bound to them lights up.
Briefs, alerts with owners, weekly digests, board packs and Dr. Flow, every day.
Organization isolation on every query, department access by role, and row-level scope for regional teams. The same rules apply to charts, drill-downs, exports and the assistant.
The management system for clinical research organizations and site networks. Every department gets live reports with a plain-language brief, comparators on every figure and the records behind every number, all on one Hub with an organization health score.
No identifiable patient data is needed. TrialFlow works from de-identified operational data: studies, visits, awards, invoices, enrollment counts. Patient aggregates are stored as counts, never as individual health records.
Every query is scoped to your organization. Within it, users can be limited to departments and to their own rows (for example one regional manager), and that limit applies to charts, records, exports and the Dr. Flow assistant alike.
A data assistant that answers questions in plain language from the figures TrialFlow has already calculated, with no AI cost for most questions. It tolerates typos, lists every relevant figure, and only calls an AI model when your question needs it, within a daily limit.
Upload spreadsheets or connect Google Sheets, a database or an API. Columns are mapped once to TrialFlow’s metric catalogue, and every report bound to them updates on each sync.
Most teams are live in days: we connect your sources, bind the reports you need and assign owners to alerts. No infrastructure or developers are needed on your side.
A 30-minute walkthrough with your departments, your reports and your questions.