One Platform. Every Study. Your Entire Site.
SiteWorks replaces your spreadsheets, paper binders, Clinical Conductor, Florence, and five other systems with one intelligent workspace — from finding your next study on CT.gov to filing the last document in your eISF.
Match Volunteers to Studies Using Your EHR Data
SiteWorks scans your EHR appointments via FHIR, scores every volunteer against your study's inclusion/exclusion criteria, and ranks them by match confidence — so your coordinators call the right people first, not everyone on the list.
An AI Recruiter That Works While You Sleep
Embed the SiteWorks recruitment widget on your site's website, clinic portal, or CT.gov listing. It screens volunteers 24/7 against your active studies' I/E criteria, books screening visits, and hands warm leads to your coordinators — with a full conversation history.
Every Module Talks to Every Other Module
Other systems give you tools. SiteWorks gives you a connected clinical operating system where data flows automatically between recruitment, clinical ops, regulatory, finance, and business development.
Scout
CT.gov scans find studies that match your site's strengths
BD Pipeline
Score opportunities, run Go/No-Go, negotiate CTAs
Study Startup
Protocol setup, SoA builder, delegation log, IRB submission
Recruitment
50K volunteer CRM, AI matching, omnichannel outreach
Clinical Ops
Screening, enrollment, visits, telehealth, labs, safety
Regulatory
eISF, consent, AEs, deviations, drug accountability, audit trail
Finance
Contracts, payments, billing compliance, accounting sync
Communications
SMS, email, phone, portal — automated by triggers
auto_awesome Synergy Scenarios
Scout identifies a high-match Phase III oncology trial.
BD module scores feasibility at 87/100 based on site capacity.
System automatically pulls PI history for the CTA negotiation.
AI matches a volunteer. Built-in dialer triggers a screening call.
Subject is scheduled & enrolled. Data flows to Clinical Ops.
Auto-calendar creates visit logs and notifies the Pharmacy.
AE reported in Visit Log. PI e-signs within 24h.
IRB is automatically notified via the Regulatory portal.
Audit trail logged. Monitor View updated instantly.
28 Pages. Zero Gaps.
Every workflow a research site runs — from the first CT.gov search to the last FDA audit — lives in one system.
Opportunity Scout
Automated CT.gov scanning scores every new trial against your site profile. Daily cron job. 0-100 match scoring.
BD Pipeline & CRM
Kanban pipeline from Identify to Execute. AI-powered Go/No-Go assessments. CTA analysis reads contract PDFs.
Volunteer Database & Recruitment
One searchable registry for every volunteer your site has ever screened. Reach them by text, email, phone, or portal — and let AI match them to your open studies.
Built-In Telehealth
HIPAA-compliant video and audio visits with a draggable picture-in-picture overlay. Simple join codes — no app download required. Session recording built in.
Study & Subject Mgmt
Full study lifecycle — Setup through Archived. SoA grid builder. Subject enrollment. Visit windows.
Safety & Lab Monitoring
Adverse event reporting with MedDRA coding. Lab safety dashboard with CTCAE grading and Hy's Law.
eISF & Doc Intel
13-section ISF taxonomy. AI auto-classifies uploads. Digital e-signatures (21 CFR Part 11). Direct EHR integration.
Omnichannel Comms
Unified inbox across SMS, email, phone, and web portal. Trigger-based automation rules.
Regulatory & Compliance
IRB tracking, consent management, drug accountability, delegation logs, audit trail (21 CFR Part 11).
Financial Suite
Contract management. Subject payment disbursement with virtual cards. Accounting software integration.
6 AI Copilots
Recruitment, BD, Study, Document, Safety, and Scout AI assistants built into every workflow.
25+ Integrations
EHR systems, accounting, payments, email, SMS, voice, cloud storage, SSO, and telehealth providers.
Plus: Check-in kiosk • Digital signage • Monitor/sponsor read-only portal • Public recruitment widget • Command palette (Ctrl+K) • Keyboard shortcuts • Real-time live updates • Plus: Check-in kiosk • Digital signage • Monitor/sponsor read-only portal
Real Software. Real Data. No Vaporware.
Every screen you see below is live production software — not a mockup, not a prototype.
Clinical Studies
13 active protocols with enrollment tracking, safety events, and PI assignments
Volunteer Database
Searchable registry with consent status, study matching, and omnichannel outreach
BD Pipeline
$3.7M pipeline with Kanban stages from Lead through CTA Negotiation
Safety & Adverse Events
MedDRA-coded AE reporting with severity grading and PI sign-off workflows
Financial Dashboard
Contract values, subject payments, revenue tracking, and accounting integration
Audit Trail
Every action logged — 21 CFR Part 11 compliant, export-ready for FDA inspection
Clinical Workspace
Role-based task queue, overdue items, PI signatures, and Clinical Copilot — all in one view
Opportunity Scout
Automated CT.gov scanning with match scoring, competing study detection, and one-click pipeline add
eISF & Documents
13-section ISF taxonomy with AI classification, version control, and digital signatures
Contracts & CTAs
Clinical trial agreements with budget terms, amendment history, and per-subject payment tracking
Monitoring Visits
CRA visit logs with findings, queries, follow-up actions, and document checklists
Automated Communications
Visit reminders, payment notifications, and consent renewals — triggered automatically by SMS or email
Transparent Pricing. No Per-Subject Fees.
One price per site. Unlimited subjects. Unlimited visits.
Site Starter
- check_circle Up to 5 active studies
- check_circle 3 user seats
- check_circle Study & subject management
- check_circle Visit scheduling
- check_circle Screening log
- check_circle Basic reporting
- check_circle Email support
Site Professional
- check_circle Unlimited studies
- check_circle 15 user seats
- add_circle eISF with AI classification
- add_circle Built-in telehealth
- add_circle Omnichannel recruitment
- add_circle BD pipeline & Scout
- add_circle Financial suite with accounting sync
- add_circle 6 AI copilots
- add_circle Priority support
Enterprise Network
- Network Features
- hub Multi-site network dashboard
- cloud_done Enterprise-grade telehealth
- vpn_key SAML SSO federation
- integration_instructions EHR integration (FHIR-compatible)
- verified_user 21 CFR Part 11 validation
- monitor_heart Monitor/sponsor portal
- support_agent Dedicated CSM
- insights Enterprise monitoring & observability
Stop Managing Trials. Start Running Your Site Like a Business.
SiteWorks connects your clinical operations to your revenue pipeline. From the first CT.gov match to the last audit trail entry — one platform, one login, one source of truth.