Your coordinators spend 40–60 hours building source for every new protocol. That's time stolen from enrollment. TrialFlo compiles a monitor-ready source packet from any protocol PDF in under ten minutes — with every field traced to the paragraph it came from.
Every protocol that walks in the door sends your site a three-part invoice. You don't see it on a purchase order — you see it in lost enrollment, avoidable deviations, and coordinators who quit in October.
Every new protocol eats a full work-week in source prep before the first patient consents. That's a week of calls to payers, a week of pre-screens, a week of enrollment — gone. TrialFlo gives it back.
A missed baseline. An un-captured ConMed check. Contraceptive counseling the template never prompted for. Hand-built source doesn't fail loudly — it fails in the monitoring visit, in front of the sponsor.
Your best coordinator isn't leaving over salary. She's leaving over the 11 PM Sunday builds before every monitor visit. Fix the source problem and you fix the retention problem.
Protocol PDF in. Monitor-ready source packet out. Click the button — watch it happen.
TrialFlo parses inclusion/exclusion logic, visit schedules, lab panels, and conditional branches — then compiles them into structured source documents your monitors can actually review. Not flattened PDFs. Not a template a coordinator had to hand-edit for six hours.
When a monitor questions a field, your CRC clicks the citation and lands on the exact paragraph — page, section, clause. Audit trails are built as the packet is built. You don't recite page numbers to a monitor ever again.
Our monitor said it was the cleanest source packet she'd seen in fourteen years. We haven't had a source-related finding in six months. And our CRCs recruited 34% more patients this quarter — because we finally gave them their Sundays back.
You're not adopting a consumer SaaS. TrialFlo is built for the audit — SOC 2 Type II, 21 CFR Part 11, HIPAA, ALCOA+. MSA and BAA ready on day one.
Independently audited controls. Report on request.
E-signature, version lock, full audit trail.
BAA in hours, not weeks. PHI never leaves your tenant.
Attributable, Legible, Contemporaneous, Original, Accurate.
One coordinator's week of source prep costs more than a year of TrialFlo. The math isn't close.
For the CRC who's drowning. One site, unlimited protocols.
For networks running 15+ studies. Built for compliance teams.
Enterprise deployment, MSA-friendly. Priced on volume.
Upload a protocol. Get a monitor-ready packet in under ten minutes. See what a real audit trail looks like.