Clinical Trails

Tracks protocol versions, monitors enrollment against targets, manages site documentation, and generates compliance reports for regulatory submissions.

Manage trial protocols

Multiple sites. Hundreds of participants. Constantly evolving protocols. Regulatory requirements that demand perfect documentation. One missed form or outdated consent version creates compliance nightmares.

How the Clinical Trails works

The agent centralizes trial management: protocol versions, enrollment tracking, site documentation, and adverse event logging. It monitors milestones, alerts when enrollment lags behind targets, and ensures documentation stays current across all participating sites.

Management capabilities:

  • Tracks protocol amendments and ensures all sites use current versions
  • Monitors enrollment velocity against recruitment targets
  • Manages consent form versions and participant documentation
  • Generates regulatory-ready reports for IRB and sponsor submissions

Why you need the Clinical Trails

Organizations managing three or more trial sites with 50 or more participants. Smaller trials can manage with spreadsheets. Complex, multi-site studies need systematic coordination.

How the Clinical Trails compares

Project Management agents handle generic task and milestone tracking. The Clinical Trials Agent understands regulatory requirements, protocol versioning, and compliance documentation specific to research.

Meet ClickUp Super Agents

Super Agents are AI-powered teammates inside ClickUp that take action on your work, not just answer questions.

You can assign tasks, message them directly, or @mention them in your workspace. They can create tasks, triage requests, update priorities, write content, and run workflows automatically using the same context your team works in.

Because Super Agents live inside ClickUp, the all-in-one workspace for projects, docs, and collaboration, they follow your processes and stay in sync with your work.

Meet ClickUp Super Agents

Frequently asked questions