Your team leads
TrialsNest Platform
Give your research team one place to manage incoming leads, coordinate follow-up, and track recruitment progress.
Explore the platformRecruitment software and expert support.
Run recruitment with your own team, or partner with TrialsNest on marketing and recruitment operations. Two ways to work together, built around your studies and sites.
TrialsNest supports delivery
Managed Recruitment
Work with TrialsNest on marketing and recruitment operations, with your team retaining visibility into the work.
Explore managed servicesBuilt around your recruitment workflow
Connect your lead sourcesPlan intake from campaigns, referrals, and your existing channels.
Choose how to operateUse the platform with your team or work with TrialsNest on delivery.
Keep the handoff clearAgree on ownership, review requirements, and the next action for each lead.
Your team leads
TrialsNest Platform
Bring your existing lead sources. Define site responsibilities, review study content, and keep the next action visible to your coordinators.
- Your team manages daily recruitment work
- Use your own campaigns and referral relationships
- Keep study review and coordinator ownership together
TrialsNest supports delivery
Managed Recruitment
Plan study-specific campaigns, agree on outreach responsibilities, and review lead progress and handoffs together. Scope and launch readiness are agreed before recruitment begins.
- Agree on campaign and recruitment responsibilities
- Work with TrialsNest on execution and follow-up
- Keep your team involved in approvals and progress reviews
One recruitment workflow, across your lead sources
Our V1 workflow brings study-specific intake, approved AI conversations, optional SMS, website prescreening, and coordinator handoffs together. Availability and rollout are reviewed with your team during onboarding.
Patients arrive through campaign links, client websites, and agreed referral channels. Contact permission comes before automated outreach, and clinical decisions stay with the research team.
Book a demoFrom first inquiry to site follow-up
Recruitment needs more than another lead list.
A campaign can create interest. Your team still needs a clear way to respond, review, and move each inquiry forward. We shape the workflow around those everyday decisions.
Know where each lead came from
Start with your campaigns, referral partners, and existing channels. Agree on source tracking, study routing, and contact permission before outreach begins.
Keep the conversation moving
Plan approved study information, prescreen questions, and the right balance of AI assistance and coordinator involvement. Patients can choose website continuation instead of texting.
Make the next step clear
Define who reviews each inquiry, who handles questions, and when a lead is ready for scheduling. Clinical judgment stays with the research team.
Review progress together
Look beyond lead counts. Decide how you will track response, prescreen completion, appointments, source quality, and the points where people need more support.
Shared visibility. Clear ownership.
Support for the work. Oversight stays with your team.
Whether you choose the platform or managed recruitment, your study requirements and site responsibilities guide the engagement.
Talk through your workflowStudy content has an owner
Identify the people responsible for reviewing patient-facing information, questions, and outreach wording.
Escalations have a destination
Agree on coordinator coverage and backup support so medical questions and uncertain answers reach a person.
Access follows the engagement
Define which sites and responsibilities belong to your staff and the TrialsNest team. Keep sponsor reporting focused on aggregate progress.
Getting started
Start with one study and a practical plan.
Map your recruitment process
Bring a study, your current lead sources, and the handoffs that slow your team down. We will walk through where TrialsNest could fit.
Choose your operating model
Decide what your team will run in the platform and what TrialsNest will handle as a managed service. Set clear responsibilities for each site.
Prepare a focused launch
Agree on study content, contact permissions, coordinator coverage, and reporting. Confirm the features and integrations available for your rollout.
Clinical recruitment resources
Browse all articles
Best patient recruitment software for clinical trials
A practical buyer guide for comparing workflow depth, reporting, trust boundaries, and implementation tradeoffs.
Track patient recruitment for clinical trials
A workflow guide for tracking source quality, status movement, blockers, scheduling, and next actions.
Clinical trial diversity planning before recruitment
How to set outreach, language access, and community-readiness decisions before campaigns start.
Frequently asked questions
Yes. The platform and managed recruitment are separate ways to work with TrialsNest. A demo helps define the workflow your own team will operate.