AI assists
AI organizes.
Intake checklists, authorized records and open handoffs, organized so nothing waits unseen.
Explore the workflow ›Give every interested patient a clear next step. AI and care coordinators help organize intake, gather authorized records and follow through on site handoffs, then support continued participation.
See the Klinic Agents in action »AI assists
Intake checklists, authorized records and open handoffs, organized so nothing waits unseen.
Explore the workflow ›Coordinators follow through
Navigation coordinators contact patients, chase records and confirm every site handoff has an owner.
Explore the workflow ›Study team confirms
Eligibility, enrollment and clinical milestones are confirmed by the authorized study team, separately.
Explore the workflow ›The Klinic Agents
One shared Treatment Navigation Agent platform. Study-specific workflows, scoped with your team. AI organizes. People follow through. The study team confirms clinical milestones.
Patient interest → Screening → Enrollment → Participation
One connected journey. Each milestone confirmed separately.
Getting ready for screening
Done
Illustrative example. The patient and every record shown are fictional.
Make patient interest count
A referral can stall on a missing record, an unanswered call or a missed visit. Klinic Catalyst is designed to keep those administrative steps moving, alongside your existing team.
01 / Clinical trial sites
Support study capacity and research activity by helping patients complete the steps between an inquiry and a screening visit.
02 / CROs & recruitment partners
Support accrual goals with a consistent navigation workflow across participating sites, and understand where interested patients are waiting.
Keep your study relationships and operating model. Agree which work Klinic will support.
Explore the workflow
Choose a stage to see how AI, a navigation coordinator and the study team work together. Every handoff has an owner and a confirmation.
Current barrier
Sample patient update
✳ AI assists
↗ Coordinator follows through
✓ Study team confirms
Measure this step
Proposed workflow demonstration. No study search, eligibility assessment, patient contact or clinical action runs here. Live scope is agreed for each study. Clinical questions and potential safety concerns go to the designated study team under its protocol.
One Treatment Navigation Agent platform
The same Klinic foundation connects the patient, navigation coordinator and receiving team. Klinic Catalyst applies it to the study journey, with study-specific permissions and responsibilities.
Scope your workflowNext action
What must happen to move forward?
Owner
Who is responsible for following through?
Barrier
What is missing, delayed or unresolved?
Confirmation
What evidence shows the step is complete?
Unresolved work gets follow-up or escalation to the agreed owner.
Measure the journey
Agree a baseline and a reporting window before a pilot begins. Follow each stage separately to understand where navigation can help.
| Journey milestone | What to measure | What confirms it |
|---|---|---|
| 01Inquiry → contact | Time to first contact; successful contact rate | Documented two-way contact |
| 02Ready for site review | Intake completion; records received; open barriers | Agreed intake checklist complete |
| 03Screening scheduled & attended | Visits scheduled; visits attended; time between steps | Site-confirmed visit status |
| 04Enrollment | Site-confirmed eligibility and enrollment, separately | Authorized study-team confirmation |
| 05Continued participation | Visit completion; unresolved logistics; confirmed withdrawal | Study-defined status from the site |
A referral is not an enrollment. An unknown status is not a withdrawal. These are proposed pilot measures, not customer results.
Start with a focused pilot
Start with intake through completed screening. Agree the participating sites, patient permissions, handoffs and measures before any live work begins.
01
Choose a study and the point where patients are getting stuck.
02
Define materials, responsibilities, available automation and escalation paths.
03
Measure progress against the baseline, then decide what to extend.
Custom pilot pricing. Scope and fees depend on study needs, participating sites, navigation volume and agreed services.
Let’s find your starting point
Your starting point
A site pilot for intake through completed screening.
Opens the pilot inquiry form with your selections. No patient information or study activation here.
A few practical questions
Availability, eligibility, recruitment, systems and data.
Discuss a pilotThis page presents a study-specific pilot offer and an illustrative workflow. Availability, integrations, staffing and the scope of live services must be confirmed with Klinic. The walkthrough does not connect to a trial database, contact patients or submit records.
The investigator and authorized study team determine eligibility and manage the study’s informed-consent process. Preliminary intake helps organize information for their review. It does not establish eligibility or promise enrollment. Participation remains voluntary.
A pilot can include scoping patient discovery, study education, provider referral outreach and site matching. Before launch, agree the permitted sources, study criteria, receiving capacity and required approvals for each communication. A prescribing pattern or audience signal alone does not establish patient eligibility.
Define the handoff into your study team’s existing process, including the records shared, the receiving owner and how completion is confirmed. Keep your site or CRO relationship with the patient. Partner-branded experiences and system integrations can be discussed and scoped; they are not assumed to be ready out of the box.
Where agreed, navigation can support visit reminders, rescheduling, coordination with approved travel resources and follow-up on practical barriers. Clinical advice, investigational-product decisions and safety reporting stay with the designated study team under its protocol. Patients can decline contact or leave a study.
Agree the authorized teams, data sources, permissions, retention and reporting scope before live work. Study communications follow the applicable sponsor, site and IRB review process. The website demonstrates the experience; it does not establish a regulated system validation or compliance certification.
Background: FDA recruitment guidance · NIH research participation basics
Keep the next step moving