Clinical Automation for Medical Practices
Trialist builds tailored automation solutions for mid-to-small size medical practices. Unlike rigid, product-centric companies, our solutions fit directly into your existing workflows — freeing your team from manual tasks so they can focus on patient care and research.
Automation Designed for Your Practice
Every practice is unique. Trialist delivers customized automation tools that integrate seamlessly into your workflows. Our solutions reduce administrative burden, minimize human error, and open capacity for your staff to take on more clinical work and trials.

Clinical Trial Tool
EMR → EDC
Centralizes data from all EHRs into a single dashboard. Bulk upload trial data directly to each sponsor's EDC.
Time saved on uploads
Reduction in SDV

Intelligent Inbox
AI-Powered Document Processing
AI-driven sorting for faxes, PACS, and EHR inboxes. Files documents into the correct patient record automatically.
Sorting accuracy
Weekly to daily
Real Results from Real Practices
See how clinical teams are using Trialist to transform their daily operations.
Sargon Clinical Research
Eliminated manual data transcription across multiple EHR systems, dramatically reducing SDV burden and opening bandwidth for trial portfolio expansion.
Time saved
Less SDV
More trials
Gabrail Cancer Center
Transformed fax-heavy document intake from a 25-hour weekly burden into a 5-minute daily check with near-perfect AI-assisted classification accuracy.
Accuracy
Time saved
Missed docs
Built for Your Workflow
We believe automation should adapt to the practice, not the other way around.
Solutions, Not Rigid Products
Every implementation is tailored to how your practice actually works. No forcing square pegs into round holes.
Precision and Reliability
Built for PHI-sensitive clinical workflows with audit trails, role-based access, and encrypted credential management.
Grow Without Adding Burden
Take on more trials, process more documents, and expand your practice without proportionally adding administrative staff.
Ready to automate your practice?
Let's discuss how Trialist can streamline your clinical operations.