Docs
Set up your enrollment pipeline
Follow the steps below in order. Each guide describes a single workflow inside the product.
1. Create your first study
Define a study, sponsor, and enrollment goals.
2. Upload a protocol
Add the protocol document so Eligibility and Copilot can use it.
3. Confirm eligibility criteria
Verify and refine the criteria the parser detected.
4. Import candidates
Bring a candidate list into the study.
5. Generate an eligibility review
Produce per-criterion decision support for a candidate.
6. Use Protocol Copilot
Ask cited questions about your protocol.
7. Schedule visits
Plan visits inside the protocol-defined window.
8. Review retention signals
Triage retention risk signals.
9. Export reports
Generate operational reports for sponsors or internal review.
10. Manage roles
Invite, update, or revoke teammate access.