01
Intake command
Lead queue, source context, ownership, and match priority in one reviewable workspace.
Site recruitment operating system
Run patient recruitment from one site-ready workspace.
TrialsNest gives research sites a cleaner path from patient interest to coordinator outreach, records review, scheduling, and enrollment follow-up.
Lead queue
Route every inquiry into one organized site workspace.
Prescreen status
See where each patient stands before coordinator outreach.
Visit readiness
Track records, scheduling, messages, and next steps together.
Sponsor visibility
Share cleaner progress signals without spreadsheet cleanup.
Enterprise-ready structure
A calmer way to run complex recruiting work.
TrialsNest brings the pieces sites usually manage separately into one coordinated workspace: intake, prescreening, record review, scheduling, sponsor updates, and leadership visibility.
Lead intake
New leads are organized by priority instead of sitting across forms, inboxes, and spreadsheets.
Capture every new inquiry in one queue with source context, ownership, study fit, and next-step status.
Prescreening
Coordinators can quickly see who looks ready, who needs review, and who needs follow-up.
Track where each patient stands before coordinator outreach, including early match signals and review needs.
Records review
Document work stays connected to the patient and study instead of drifting into scattered requests.
Keep uploaded records, review status, missing items, and patient context tied to the same recruiting workflow.
Scheduling
Teams can see what is blocking a visit before the patient is ready to schedule.
Move qualified patients toward screening appointments with visit readiness, coordinator tasks, and outreach history in view.
Sponsor reporting
Sponsor-facing updates become structured progress signals instead of another manual spreadsheet.
Summarize lead flow, screening progress, appointments, blockers, and next actions for cleaner sponsor updates.
02
Patient movement
Prescreen, records, messaging, and visit readiness stay tied to the same patient journey.
03
Coordinator execution
Tasks, templates, follow-up, and scheduling give coordinators a daily operating view.
04
Leadership visibility
Site leaders can see backlog, blockers, throughput, and sponsor-facing progress.
Sponsor Surge
Weekly sponsor reporting, built for coordinators.
Sponsor Surge is the coordinator reporting feature that helps sites turn recruiting activity into sponsor-ready weekly updates. Coordinators can summarize lead flow, prescreen progress, appointments, blockers, and next steps without rebuilding reports by hand.
See Sponsor Surge reportingWhat Sponsor Surge reports
Report 1Weekly sponsor reports
Coordinator action
Coordinators can package study activity into a sponsor-ready weekly update from the same workspace they use every day.
Sponsor receives
A clear report on lead flow, screening progress, appointments, and enrollment movement.
Report 2Pipeline snapshots
Coordinator action
Sponsor Surge summarizes the current funnel so coordinators can show what moved, what stalled, and what needs attention.
Sponsor receives
A cleaner view of new leads, prescreens, record review, scheduled visits, and active blockers.
Report 3Coordinator notes
Coordinator action
Sites can add concise operational context before reports go out, including risks, next steps, and study-specific updates.
Sponsor receives
More useful updates than raw counts alone.
Report 4Sponsor delivery
Coordinator action
Reports are designed for recurring sponsor communication, so weekly updates are easier to send consistently.
Sponsor receives
Sponsors get a professional status update without asking the site for another spreadsheet.
Report 5Report history
Coordinator action
Past updates stay organized so coordinators and site leaders can reference what was shared and when.
Sponsor receives
A clearer sponsor communication trail over the life of the study.
Report 6Next-step focus
Coordinator action
Each update can highlight the actions that matter most for the next reporting period.
Sponsor receives
Sponsors see progress, blockers, and priorities in one place.
Reporting feature
Coordinator action
Sponsor receives
Reporting feature
Weekly sponsor reports
Coordinator action
Coordinators can package study activity into a sponsor-ready weekly update from the same workspace they use every day.
Sponsor receives
A clear report on lead flow, screening progress, appointments, and enrollment movement.
Reporting feature
Pipeline snapshots
Coordinator action
Sponsor Surge summarizes the current funnel so coordinators can show what moved, what stalled, and what needs attention.
Sponsor receives
A cleaner view of new leads, prescreens, record review, scheduled visits, and active blockers.
Reporting feature
Coordinator notes
Coordinator action
Sites can add concise operational context before reports go out, including risks, next steps, and study-specific updates.
Sponsor receives
More useful updates than raw counts alone.
Reporting feature
Sponsor delivery
Coordinator action
Reports are designed for recurring sponsor communication, so weekly updates are easier to send consistently.
Sponsor receives
Sponsors get a professional status update without asking the site for another spreadsheet.
Reporting feature
Report history
Coordinator action
Past updates stay organized so coordinators and site leaders can reference what was shared and when.
Sponsor receives
A clearer sponsor communication trail over the life of the study.
Reporting feature
Next-step focus
Coordinator action
Each update can highlight the actions that matter most for the next reporting period.
Sponsor receives
Sponsors see progress, blockers, and priorities in one place.
Trust architecture
Security and compliance built around clinical recruiting.
Role-aware workspaces+
Coordinators, site leaders, sponsors, and admins can work from the same system while seeing only the workspace areas that fit their responsibility.
Secure document handling+
Patient uploads, records, and review status stay tied to the recruiting workflow so document work is easier to track and less likely to drift into scattered inboxes.
Sponsor-safe visibility+
Sponsors can receive structured progress signals and reporting context without being handed the entire coordinator workspace.
Healthcare-ready data boundaries
Patient applications, prescreens, documents, messages, and visit activity stay inside secure TrialsNest workflows designed for clinical recruiting operations.+
PHI-aware platform design
Secure patient-to-site handoff
Private document and message workflows
Healthcare-ready data boundaries
Patient applications, prescreens, documents, messages, and visit activity stay inside secure TrialsNest workflows designed for clinical recruiting operations.
PHI-aware platform design
Secure patient-to-site handoff
Private document and message workflows
Role-based site access
Coordinators, site leaders, sponsors, and admins can work from the same system without exposing every workspace action to every user.+
Coordinator and site admin permissions
Sponsor visibility without full workspace access
Cleaner least-privilege workflows
Role-based site access
Coordinators, site leaders, sponsors, and admins can work from the same system without exposing every workspace action to every user.
Coordinator and site admin permissions
Sponsor visibility without full workspace access
Cleaner least-privilege workflows
Operational auditability
TrialsNest is built around traceable recruiting activity so teams can understand who acted, what moved, and which updates were shared.+
Lead and status activity trails
Document review context
Sponsor reporting history
Operational auditability
TrialsNest is built around traceable recruiting activity so teams can understand who acted, what moved, and which updates were shared.
Lead and status activity trails
Document review context
Sponsor reporting history
Encrypted records
+
Uploads, patient documents, and workspace data are handled with encryption-minded storage and transfer patterns.
Sponsor-safe reporting
+
Sponsor Surge turns site activity into structured updates without handing over the entire coordinator workspace.
BAA-aligned hosting posture
+
Designed around healthcare vendor expectations, including BAA-supported infrastructure planning.
Access by responsibility
+
Patient leads, records, scheduling, and reporting tools are organized around the role doing the work.
Enterprise site operations
Ready to organize recruiting around one source of truth?
Bring lead intake, coordinator work, records, scheduling, and sponsor reporting into a workspace built for research sites.
Coordinator-ready workflows+
Lead intake, prescreening, records review, tasks, and scheduling stay organized around the coordinator's daily work.
Sponsor-ready reporting+
Progress updates can be packaged into cleaner sponsor-facing views without exposing the full site workspace.
Secure recruiting operations+
Patient information, document handling, role access, and operational history are kept inside one controlled workflow.