Enroll on time.
Follow up on-protocol.

Clinical discipline for clinical trial operations.

Ollie Clinical finds eligible patients, runs pre-screening conversations, and captures trial data end-to-end — from first outreach to final follow-up. No more enrollment gaps. No more missed follow-ups.

How it works

Ollie Clinical is an AI-native voice agent built for clinical trial sites — designed to autonomously run the full patient recruitment and data capture pipeline that today sits entirely on your coordinators' shoulders.

Early Access — Independent Clinical Sites, Small Networks & Decentralized Sites

By automating chart review, pre-screening conversations, eligibility matching, and ongoing data collection, Ollie Clinical compresses the most time-intensive parts of the trial workflow into a fully autonomous pipeline — with human oversight exactly where it's needed.

The result: coordinators redirected from transactional data work toward the clinical judgment, patient relationships, and research quality that only they can deliver.

80%
Trials miss their enrollment deadline
Eight in ten clinical trials fail to enroll on schedule — not because eligible patients don't exist, but because the workflow to find, screen, and qualify them in time is broken.
35%
Of sites chronically under-enroll
Trial sites miss sponsor enrollment commitments study after study. Under-enrollment puts your site's reputation — and future trial activations — at risk.
7h
Of manual work per enrolled patient
Calls, voicemails, chart pulls, pre-screening, eligibility logging, eCRF entry. Every enrolled patient costs your coordinator a full day of transactional work before they step in the door.
30%
Of trial budgets consumed by recruitment
Patient recruitment is the single largest variable cost in a trial — and the hardest to control. Every failed pre-screen wastes $2,000 in CRC time, screening exams, and documentation. Every missed follow-up risks losing an enrolled patient entirely.

Clinical trials don't fail
for lack of patients.

They fail because finding, screening, and retaining the eligibility of patients is slow, difficult, and costly.

Status Quo
With Ollie Clinical
34%
Enrollment on-target rateTrials hitting sponsor enrollment deadline
Sites on Ollie meeting or exceeding sponsor enrollment commitments
80%+
14d
Referral → pre-screen callDays from patient ID to first outreach
Ollie initiates outreach within minutes of patient identification — no scheduling delay
Same day
7h+
CRC hours per enrolled patientEnd-to-end coordinator time per enrollment
Coordinator effort reduced to human-judgment touchpoints only — Ollie handles the rest
<90min
28%
Screen failure rateCandidates who fail formal screening
Eligibility mapped from all data sources before the patient is ever contacted
9%
71%
Data completeness at sponsor queryeCRF fields complete, query-free
GCP-aligned records auto-generated from every patient interaction — zero manual entry
97%

Three functions. One agent.

The full patient pipeline — from scattered data to enrolled and retained — without your team manually driving each step.

01
Scope & Capture
Ingests and unifies every data source your site works with — EHR, eCRF, CTMS, CRO referrals, local patient databases, and unstructured notes. Where data doesn't yet exist, Ollie reaches out directly via voice call, email, or text to generate it — running structured intake conversations that produce clean, usable records from the first patient interaction.
02
Analyze
Maps every patient against your protocol's inclusion and exclusion criteria in real time. Surfaces ranked candidates by eligibility confidence, flags data gaps, and highlights anything requiring human review — before a coordinator opens a single chart. Pre-screen conversations are conducted by voice agent, extracting eligibility signals and routing qualified patients to the right study.
03
Document
Structures every data point collected for human review and compliance — auto-generating GCP-aligned screening logs, enrollment records, and eCRF entries without manual entry. Produces IRB-compliant audit trails and compliance reports in formats required by your study protocol, with flagged items surfaced for coordinator sign-off. Your team sees what matters; Ollie handles the rest.

From protocol to enrolled.

Ollie Clinical autonomously works every stage of the recruitment and data capture lifecycle.

01
Ingest
EHR, referrals, databases, and unstructured sources — unified and scored against your protocol.
Automated
02
Match
I/E criteria mapped against every patient. Top candidates ranked and data gaps flagged before any outreach.
Automated
03
Pre-Screen
Voice agent runs structured pre-screening conversations, extracting eligibility signals and routing qualified candidates.
Voice Agent
04
Screen & Enroll
Ollie captures structured notes from screen visits, handles patient consent and e-signatures via voice, and auto-populates enrollment records in real time.
Voice Agent
05
Follow Up
IRB check-ins, PRO questionnaires, and visit reminders managed by voice agent through trial completion.
Voice Agent
06
Document
GCP-compliant records, screening logs, and eCRF entries generated end-to-end. Zero manual data entry.
Automated

See Ollie working in real time.

Four views of the same system — from candidate identification through enrolled patient progress.

Pre-screen candidates — across all your data sources — Ollie consolidates EHR records, prior call transcripts, intake forms, and text exchanges before each pre-screen. The log below is auto-generated from all sources combined — every criterion assessed, GCP-compliant, ready to export.
Make progress while you're away — Ollie works overnight and surfaces only what needs your attention in the morning, sorted by deadline urgency.
Deep and precise view of criteria — Every inclusion/exclusion criterion mapped to exact transcript evidence, with ambiguous cases flagged and suggested actions ready.
Track enrollment progress across all trials — Live enrollment pace vs. target, per-trial phase breakdown, and patient compliance status — all in one view.
Ollie Clinical — Pre-Screen Log · RHEUM-2026-A3
Pre-Screening Log
RHEUM-2026-A3 · Rheumatoid Arthritis Phase 2 · Sunrise Research Center · GCP-compliant · Auto-generated by Ollie Clinical
PatientData SourcesPre-screen DateOutcomeI/E SummaryRecord
M. Torres
PT-042 · 54F
EHRCallText
Mar 22, 2026 ✓ Passed
C1C2C3C4C5
⚡ Auto-generated
R. Patel
PT-043 · 61M
EHRCallForm
Mar 22, 2026 ⚠ In Review
C1C2C3C4C5
⚡ Pending CRC review
J. Williams
PT-038 · 48F
EHRCall
Mar 20, 2026 ✗ Failed
C1C2C3C4C5
⚡ Auto-generated
L. Nguyen
PT-031 · 58M
EHRCallEmail
Mar 19, 2026 ✓ Passed
C1C2C3C4C5
⚡ Auto-generated
G. Adeyemi
PT-033 · 52M
EHRCallTextEmail
Mar 18, 2026 ⚠ In Review
C1C2C3C4C5
⚡ Pending CRC review
EHR Summary · M. Torres · PT-042
Pulled from Epic EMR · Mar 22, 2026 · RHEUM-2026-A3 eligibility review
EHR · Epic
Patient
Maria Torres
DOB: 06/14/1971 · 54F · MRN: 00387241
Sunrise Rheumatology · Dr. E. Chen
Primary Dx
Rheumatoid Arthritis · M05.79
Diagnosed Aug 2021 · Active, moderate-severe
✓ Dx ≥ 6 months · Criterion 1 met
Current & Recent Medications
Prednisone 5mgActive since Mar 2024 ✓ C5 met
Methotrexate 15mgDiscontinued: Sep 10, 2025 ✓ ✓ C3 (6.4 mo)
No biologics on recordNone documented ✓ C4 met
Relevant Lab Values · Most Recent
62
eGFR mL/min
✓ ≥ 45 req.
Active infect.
✓ None
54
Age (years)
✓ 18–75
Aug '21
RA Dx date
✓ ≥ 6 months
Call Transcript · M. Torres · PT-042
Ollie Clinical voice pre-screen · Mar 22, 2026 · 14:22–14:38 · 16 min · RHEUM-2026-A3
Ollie call · Recorded
● I/E relevant ⚠ Ambiguous ✓ Criterion met
OLLIE · 14:22:05
Hi, this is Ollie calling on behalf of Dr. Chen's office regarding the RHEUM-2026-A3 study. May I speak with Maria Torres?
PATIENT · 14:22:14
Yes, this is Maria.
PATIENT · 14:24:58
I was diagnosed in August of 2021, about four and a half years ago.
✓ C1 — RA ≥ 6 mo
Aug 2021 · 4.5 yrs · Met
PATIENT · 14:29:44
I was on methotrexate but I stopped — that was back in September, around my birthday.
✓ C3 — MTX ≥ 6 mo ago
Sep 2025 · 6.4 mo · Met
PATIENT · 14:31:12
No injections or infusions — just the prednisone my doctor prescribed.
✓ C4 — No biologics
Self-reported + EHR confirmed
PATIENT · 14:33:21
No infections recently. Feeling pretty good overall.
✓ C5 — No active infect.
Self-reported · Met
OLLIE ASSESSMENT · 14:38:00
All 5 active criteria met. eGFR reviewed separately from EHR (62 mL/min — meets ≥45 threshold). Pre-screen outcome: Passed. Flagging for CRC review and screen visit scheduling.
Text Messages · M. Torres · PT-042
Ollie Clinical ↔ Patient SMS thread · RHEUM-2026-A3
Patient texts
Hi Maria — this is Ollie from Dr. Chen's research team. You may qualify for a new RA clinical trial. Would you be open to a quick call?
Mar 20 · 9:02 AM · Ollie Clinical
Sure, I'm interested. What kind of trial is it?
Mar 20 · 9:17 AM · M. Torres
It's a Phase 2 RA study. I've scheduled a 15-min call tomorrow at 2:00 PM — I'll call you at (555) 382-1947. Does that work?
Mar 20 · 9:19 AM · Ollie Clinical
Works for me 👍
Mar 20 · 9:24 AM · M. Torres
— Call completed Mar 22, 2:22 PM — Pre-screen passed —
Thanks for your time, Maria! You look like a strong match. A coordinator will follow up within 24 hours about your screen visit.
Mar 22 · 2:39 PM · Ollie Clinical
Great, thank you! Looking forward to it.
Mar 22 · 2:47 PM · M. Torres
Ollie Clinical — Morning Queue · Monday, Mar 23
Ollie Clinical
Mon Mar 23, 2026
Needs Review 5
Pending Calls 3
Scheduled 8
All Patients
RHEUM-2026-A3
ONCO-2026-B1
CARD-2025-C4
Ollie worked while you were away — called 6 patients, 4 passed pre-screen, 2 flagged for your review. Documentation complete.
Needs your review · sorted by deadline
R. Patel · PT-043⚠ Needs Review
RHEUM-2026-A3 · Criterion 4: Prior MTX use < 6 months
→ Patient said "around 5 months ago" — confirm exact date
Enroll by Fri
G. Adeyemi · PT-033⚠ Needs Review
ONCO-2026-B1 · Criterion 2: ECOG performance status ≤ 2
→ Not discussed during call — follow-up question ready
Enroll by Mar 28
D. Okonkwo · PT-021⚠ Needs Review
RHEUM-2026-A3 · Week 12 visit — lab values outstanding
→ Labs overdue 3 days — outreach scheduled by Ollie at 10am
Visit due today
Ollie completed 15 tasks overnight · 2 in progress · 4 scheduled today
Completed overnight
2:14 AM
M. Torres · PT-042 · RHEUM-A3
Pre-screen call · 16 min
📞 Call ✓ Passed
2:38 AM
R. Patel · PT-043 · RHEUM-A3
Pre-screen call · MTX date ambiguous → flagged
📞 Call ⚠ Flagged
3:01 AM
J. Williams · PT-038 · RHEUM-A3
Pre-screen call · Did not meet C3
📞 Call ✗ Failed
4:15 AM
L. Nguyen · PT-031 · RHEUM-A3
Pre-screen call · 11 min
📞 Call ✓ Passed
6:30 AM
D. Okonkwo · PT-021 · RHEUM-A3
Week 12 visit reminder sent
💬 SMS ✓ Sent
In progress
8:45 AM
G. Adeyemi · PT-033 · ONCO-B1
Pre-screen call attempted · No answer · Voicemail left · Awaiting callback
📞 Call ⟳ Pending
7:22 AM
R. Patel · PT-043 · RHEUM-A3
MTX date confirmation email sent · Awaiting reply
✉ Email ⟳ Pending
Scheduled today
10:00 AM
D. Okonkwo · PT-021 · RHEUM-A3
Lab follow-up call if no response to SMS
📞 Call ◷ Sched.
11:30 AM
A. Reyes · PT-051 · CARD-C4
First-contact pre-screen call
📞 Call ◷ Sched.
4:00 PM
3 enrolled patients · RHEUM-A3
Week visit reminder SMS batch
💬 SMS ◷ Sched.
🔍 Search all communications for R. Patel…
All ✉ Email 💬 SMS 📞 Calls
Patients · RHEUM-A3
R. PatelToday
RHEUM-A3 · Screen completed
✉ 📞 💬 · 8 interactions
G. Adeyemi8:46 AM
ONCO-B1 · Awaiting callback
📞 💬 · 4 interactions
M. TorresYesterday
RHEUM-A3 · Pre-screen complete
✉ 💬 · 6 interactions
D. Okonkwo6:30 AM
RHEUM-A3 · No reply
💬 · 2 interactions
R. Patel · PT-043
RHEUM-2026-A3 · All communications · chronological
Mar 18 · Referral
✉ Inbound Email · Referral Mar 18 · 9:14 AM
From:Dr. A. Sharma · Riverside Rheumatology <a.sharma@riverside-rheum.org> To:research@sunriseresearch.org Subject:Patient referral — R. Patel, RA, possible RHEUM-A3 candidate
Hi team — referring Rajeev Patel (61M, RA dx Nov 2022, off MTX ~5–6 months). He's interested in trial participation. Please reach out at your convenience.
📋 Patient Intake Form · Submitted Mar 19 · 11:42 AM
Age: 61 ✓ RA diagnosis ✓ No current biologics ✓ MTX stop date: "~5–6 months ago" ⚠
Mar 21 · Outreach
Hi Rajeev — this is Ollie from Sunrise Research. Dr. Sharma referred you for a rheumatology study. Can I schedule a 10-min call to explain more?
2:00 PM · Ollie Clinical · 💬 SMS
Sure, tomorrow afternoon works for me.
2:41 PM · R. Patel · 💬 SMS
Mar 22 · Pre-Screen Call
📞 Outbound Call · Pre-Screen · 18 min 42 sec Mar 22 · 2:24 PM
Ollie"I'm calling about your RA and the RHEUM-A3 study — do you recall when you stopped methotrexate?"
Patel"I think it was around 5 months ago, maybe a little longer."
Ollie"Understood — our team will confirm the exact date via your pharmacy. Your eGFR labs have been ordered."
✓ C1–C2 confirmed ✓ C4–C5 confirmed ⚠ C3 ambiguous ◷ C6 labs ordered
✉ Outbound Email · Pharmacy Verification Request Mar 22 · 3:05 PM
From:ollie@sunriseresearch.org To:records@cvs-pharmacy-westside.com Subject:MTX fill date verification — R. Patel, DOB 04/12/1964, MRN 00412937
Requesting last dispensing date for methotrexate on behalf of patient Rajeev Patel for clinical trial eligibility purposes. Authorization attached (HIPAA §164.512(i)).
Mar 23 · Pharmacy Reply
✉ Inbound Email · Pharmacy Records Mar 23 · 10:17 AM
From:records@cvs-pharmacy-westside.com To:ollie@sunriseresearch.org
Per request: last methotrexate fill for Patel, Rajeev — dispensed Sep 22, 2025. No fills since. Records attached.
Hi Rajeev — great news! Your pharmacy confirmed everything we needed. Your screen visit is scheduled for tomorrow at 10 AM. See you then!
11:30 AM · Ollie Clinical · 💬 SMS
Sounds good, thank you!
11:52 AM · R. Patel · 💬 SMS
Mar 24 · Screen Visit
📋 Screen Visit Complete · Result: SCREEN FAILED Mar 24 · 10:00 AM
eGFR result returned: 38 mL/min — below protocol threshold of ≥ 45 mL/min (Criterion C6). Patient informed. Screen record filed. Possible re-screen if renal function improves.
Ollie Clinical — I/E Review · PT-043 · R. Patel
Needs Review 5
Sorted by deadline
RHEUM-2026-A3
R. Patel, 61
Prior MTX use < 6mo
ONCO-2026-B1
G. Adeyemi, 52
ECOG status ≤ 2
RHEUM-2026-A3
D. Okonkwo, 49
Week 12 labs
CARD-2025-C4
A. Reyes, 65
HbA1c ≤ 9.5%
R. Patel, 61 — PT-043
Pre-screening call completed · Mar 22, 2026 · 14:32
RHEUM-2026-A3 · RA Phase 2
Age 18–75 years
Confirmed · DOB 04/12/1964
✓ Met
Diagnosed RA ≥ 6 months prior
Confirmed · "diagnosed about 3 years ago"
✓ Met
Prior MTX use < 6 months ago
Ambiguous — "around 5 months ago"
⚠ Review
No biologic therapy in past 90 days
Confirmed · "haven't had any injections"
✓ Met
No active infection or immunodeficiency
Confirmed · denied symptoms
✓ Met
eGFR ≥ 45 mL/min
Not assessed · labs pending
⚠ Review
Evidence · Criterion 3
Transcript · 14:38:22
"I was on methotrexate for a while but I stopped... I think it was around 5 months ago, maybe a little longer."
⟶ Ambiguous — exact date required per protocol
Protocol · Criterion 3
"Prior methotrexate use must have been discontinued no less than 6 calendar months prior to Day 1 dosing."
Suggested action
SCREENING ASSESSMENT RECORD
GCP-Compliant HIPAA IRB-Ready
Protocol
RHEUM-2026-A3
RA Phase 2 · Version 1.2
IRB Approval
SRC-IRB-2024-1147
Sunrise Research Center
Date
March 24, 2026
Screen visit completed 10:00
Patient
Rajeev Patel · PT-043
DOB: Apr 12, 1964 · 61M · MRN: 00412937
PI / Site
Dr. E. Chen
Sunrise Research Center
Screened by
Ollie Clinical AI v2.1.4
+ Dr. E. Chen (PI) · S. Mitchell (CRC)
HIPAA NOTICE: This record contains PHI governed by 45 CFR Parts 160 and 164. Access restricted to authorized research personnel. Disclosure requires patient authorization or waiver per §164.512(i).
Eligibility Assessment · RHEUM-2026-A3 Protocol v1.2
#
Criterion
Evidence & Source
Citation
Status
C1
Age 18–75 years
DOB 04/12/1964 — age 61 at screening
EHR · Epic record
✓ MET
C2
Confirmed RA Dx ≥ 6 months prior
"diagnosed about 3 years ago" — EHR confirms Nov 2022
Call 14:24:52 + EHR
✓ MET
C3
MTX discontinued ≥ 6 calendar months before Day 1
Pharmacy records confirmed: last fill Sep 22, 2025 — 6.1 months before Day 1 (Mar 24)
CVS Pharmacy · Mar 23
✓ MET
C4
No biologic therapy past 90 days
"haven't had any injections" — no biologics in EHR record
Call 14:31:02 + EHR
✓ MET
C5
No active infection or immunodeficiency
Denied symptoms; no relevant diagnoses in EHR past 6 months
Call 14:33:00 + EHR
✓ MET
C6
eGFR ≥ 45 mL/min
eGFR result: 38 mL/min — below threshold of ≥ 45 mL/min (exclusion criterion met)
BMP · Mar 24 · 09:48
✗ FAILED
Assessment Summary: 5 of 6 criteria met. C6 (eGFR) FAILED — result 38 mL/min is below the protocol threshold of ≥ 45 mL/min. Patient does not qualify for enrollment at this time.
Outcome: SCREEN FAILED. Patient informed. Chart flagged for potential re-screen if renal function improves at 3-month follow-up.
CRC Oversight & Attestation
CRC Name
Sarah Mitchell, CRC
Date Reviewed
March 24, 2026
Digital Signature
S. Mitchell ✓ e-Signed
I attest that this screening assessment was conducted in accordance with GCP ICH E6(R2), the approved protocol, and applicable regulatory requirements. The AI-generated record has been reviewed and verified for accuracy.
Generated by Ollie Clinical AI · Reviewed under GCP ICH E6(R2) · Audit trail retained per 21 CFR Part 11 · FDA Diversity Action Plan compliant
Ollie Clinical — Enrollment Velocity · Sunrise Research Center
Security

Your patients trust you with their most sensitive information — and we take that responsibility just as seriously. Ollie Clinical is designed with HIPAA compliance and GCP-aligned documentation at the core.

HIPAA-Compliant by Design
Patient data is handled with the privacy and security requirements that healthcare demands — not bolted on after the fact.
GCP-Aligned Audit Trail
Every interaction is captured in an audit-ready format consistent with Good Clinical Practice documentation requirements.
Human-in-Loop Escalation
Ollie Clinical escalates every ambiguous eligibility decision, complex case, or patient concern to the right stakeholder — every time.
IRB & FDA Diversity Ready
Built to support IRB-compliant data collection protocols and FDA Diversity Action Plan reporting — so your documentation keeps pace with evolving requirements.

Ollie Clinical runs autonomously, escalating to the right stakeholder when needed. Replace transactional work with real, value-differentiated contributions from your team — driving focus on clinical research and patient care rather than capturing and analyzing data.

Enroll on time.
Follow up on plan.

We're working directly with early access sites and networks to build the right product. If you're running trials and feeling the enrollment gap — let's talk.

No spam. We'll reach out within 48 hours.