What is Agentic AI — And Why Should Data Managers Care?
Agentic AI systems are designed to operate with a degree of autonomy capable of planning, initiating tasks, and adapting their actions to achieve specific goals within dynamic environments.
Why It Matters in Clinical Trials
Clinical data review is the backbone of trial quality, but it’s long been weighed down by slow, manual checks, siloed systems, and repeated cycles of validation. As trials grow in complexity and speed becomes critical, these legacy processes simply can’t keep up.
A Smarter Way to Work: Your Assistant, On Demand
What if you could call on a Virtual DM assistant trained to think like your best data manager?
With Agentic AI, you can. When you initiate review, protocol-aware agents assist with identifying discrepancies, surfacing actionable checks, and accelerating cycles while you approve every step.
Protocol-Aware
Checks
Upload your protocol, CRF metadata, and configured edit checks. Agentic AI reads, understands, and proposes custom review checks based on actual study logic. You review and approve.
Discrepancy Detection
With Context
Stop chasing false positives. Our AI flags potential issues using contextual protocol understanding and not just range flags or hardcoded rules.
Query Drafting
Assistance
No more typing the same query 18 different ways. Agents generate smart query drafts tied to actual discrepancies. You validate and send — all tracked, all compliant.
Automated DM Data Review
Agentic AI brings precision, scale, and speed to clinical data review. Intelligent agents interpret the study protocol, CRF metadata, and configured edit checks to generate study-specific checks, validate datasets, and raise queries.
Every step is traceable. Every action is compliant. And you are in command—approving, refining, and unlocking faster, more confident data decisions.
How It Works — 4 Simple Steps





Launch the Agentic AI assistant at any point during the study to begin reviewing entered data.
The assistant reviews the protocol, CRF metadata, and existing edit checks to generate and suggest relevant checks for your review.
Agents validate data, execute finalized checks, and raise queries based on detected discrepancies.
Review the queries, approve them, and have them posted directly into the eCRF for site action and ongoing tracking.

Launch the Agentic AI assistant at any point during the study to begin reviewing entered data.

The assistant reviews the protocol, CRF metadata, and existing edit checks to generate and suggest relevant checks for your review.

Agents validate data, execute finalized checks, and raise queries based on detected discrepancies.

Review the queries, approve them, and have them posted directly into the eCRF for site action and ongoing tracking.
What Agentic AI Data Review Unlocks for Your Team
Responsible AI
Clinion follows Responsible AI principles, ensuring its AI tools are built for safety and reliability,
and remains committed to Data Privacy and Security at every step.

Accountability
Human-in-the-loop (HITL) oversight ensures clear accountability in AI-driven processes.

Transparency
Fully validated systems guarantee consistent, traceable, and well-documented data handling.

Privacy & Security
Azure OpenAI integration ensures secure, scalable AI with zero data exposure.

Reliability & Safety
Clinion’s AI models undergo rigorous validation, embedding safety constraints to maintain clinical trial integrity.

Fairness
Advanced bias detection and fairness metrics drive equitable AI outcomes.
The Future Is Agentic
Clinion Agentic AI starts with Data Review –
but it’s only the beginning.
Ready to See It in Action?
Let Agentic AI show you what’s possible.