Agentic Assistant
Clinical Intelligence.
From Question to Action.
Ask across your protocol, study operations, and live clinical data. Generate custom reports and perform data review directly on your reports within one integrated Clinion EDC experience.
— Why Agentic Assistant?
Intelligence That Delivers Real Study Impact
Built for clinical trials, Agentic Assistant helps teams reduce review effort, simplify custom reporting, and work with study intelligence directly within Clinion EDC.
25–30%
Estimated Reduction in
Data Review Time
Reduce review effort by moving directly from identified data to the relevant record and query workflow.
0%
Programming Required
for Custom Reports
Generate study-specific reports using simple natural-language prompts, without traditional programming for every new report.
100%
Connected
EDC Workflow
Move from questions and custom reports to issuing queries within one connected Clinion EDC experience.
— How it Works?
Four Steps. One Connected Workflow.
From asking a study question to reporting, data review, and raising queries, Agentic Assistant keeps the workflow connected within Clinion EDC.
1
Ask
Ask questions across
protocol, operations, and
clinical data.
2
Report
Turn relevant results into
reusable custom reports.
3
Review
Inspect the underlying
records directly in Data
Review.
4
Act
Issue queries against the
relevant records, individually
or in bulk, within Clinion EDC.
— Features
Key Capabilities of Agentic Assistant
See how Agentic Assistant helps teams ask, report, review, and act on study data within Clinion EDC.
STUDY INTELLIGENCE
Ask Across Your Study. Get Answers in Seconds.
Ask questions in natural language across protocol knowledge, study operations, and live clinical data. Agentic Assistant brings relevant study intelligence together in one conversational experience inside Clinion EDC.
Ask about enrollment, site performance, SDV, queries, study trends, or specific clinical data conditions and receive structured answers from live study data.
Get study-specific, traceable answers across eligibility criteria, endpoints, visit schedules, procedures, medications, safety timelines, and other protocol information.
INTELLIGENT REPORTING
Turn Study Questions Into Reusable Reports.
Go beyond the handful of standard reports. Generate study-specific custom reports using natural-language prompts or create them manually, then keep them current as your study evolves.
Turn relevant clinical data results into custom reports without traditional programming. Save and refresh them whenever updated study data is needed.
Schedule reports to run automatically, compare a report against an earlier snapshot to see new, changed, and removed records, and export results in supported formats such as Excel and PDF.
INTEGRATED DATA REVIEW
Review, Investigate, and Act in One Place.
Move directly from reports into Data Review without switching between disconnected tools. Review the underlying records, investigate discrepancies, view existing queries in context, and raise queries individually or in bulk within Clinion EDC.
Open standard or custom reports and navigate directly to the relevant subject, form, page, or data point behind the result.
Review query status and raise queries against relevant records, individually or in bulk, directly from Data Review — without repeatedly navigating through subjects, forms, pages, and data points.
SECURITY & PRIVACY
Built for Governed, Extensible AI
Agentic Assistant uses a modular, multi-agent architecture that separates AI reasoning from clinical system access. Specialised agents work through governed MCP tools rather than giving the language model direct access to underlying clinical databases.
Validated tools govern interactions with clinical systems, supporting role-based permissions, study-level isolation, controlled data access, traceability, and auditability.
A modular design keeps AI reasoning, orchestration, system access, and business logic in separate, controlled layers. New agents and apps can be added without rebuilding or exposing the core clinical data environment.
Works with Claude, GPT, Gemini, or any approved, customer-selected language model through the same governed MCP layer.
— Where it's going
From EDC Intelligence to a Cross-System Clinical AI Platform
Today, Agentic Assistant works within Clinion EDC. Its modular architecture is designed to extend the same intelligent, governed experience across more clinical systems and workflows over time.
1
Current
Intelligence, Reporting & Data Review
Ask across protocol, operations, and clinical data. Create, schedule, and compare reports, then raise queries on records, individually or in bulk.
2
Next
More Workflow Actions
Move from answering questions to carrying out more data management actions in the Assistant.
3
Expanding
Across the Clinion Ecosystem
Connect more Clinion applications, bringing intelligence and workflows into one unified experience.
4
Beyond
Across the Wider Clinical Technology Stack
Bring the same governed, multi-agent approach to compatible third-party systems and workflows.
Indicative product direction. Capabilities and timelines may evolve.
— See Agentic Assistant in action
Agentic Assistant Product Walkthrough
Ask. Report. Review. Act
See how Agentic Assistant brings protocol intelligence, operational insights, clinical data, custom reporting, and data review together within one connected Clinion EDC experience. Follow the complete workflow from asking a study question to reviewing the relevant records and raising queries individually or in bulk, without switching between disconnected tools.
FAQS —
Frequently Asked Questions (FAQ)
Clinion Agentic Assistant is an AI-powered capability within Clinion EDC that lets clinical teams ask questions across protocol knowledge, study operations, and clinical data using natural language. It also supports custom reporting and integrated Data Review, allowing teams to move from study questions to review and query resolution within one connected workflow.
Yes. Users can turn relevant clinical data results into custom reports using natural-language prompts, then save, refresh, schedule, compare, and export reports as needed.
Yes. Standard and custom reports can be reviewed within the integrated data review workflow, with direct access to the relevant subjects, forms, data points, discrepancies, and query status. Existing queries are visible directly in the report during review.
Yes. Users can raise queries against relevant records during data review, individually or in bulk, directly from the report - without repeatedly navigating across multiple EDC screens.
No. Users can ask questions and generate relevant study-data views using natural language without writing SQL or traditional report-programming code.
It uses study-specific information such as protocol knowledge, operational data, and clinical data available within the Clinion environment to return relevant responses based on the user's question and access permissions.
It is connected to the clinical trial workflow inside Clinion EDC. Users can move beyond getting an answer into reporting, data review, and raising queries within the same environment.
Agentic Assistant follows Clinion’s Responsible AI principles. Every request runs through validated MCP tools that scope access to the user’s role, mask sensitive data, and log a full audit trail, and your study data is never used to train AI models.
No. The language model never connects directly to your clinical data. All access is mediated through validated MCP tools that enforce role-based permissions, data masking, and auditable interactions.
No. Your study data is used only to answer your questions within your controlled Clinion environment, and it is never used to train AI models. All access runs through validated MCP tools with role-based permissions and data masking.
Still have questions?
Explore how Clinion AI can accelerate your trial – reach out to our 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
-
Transparency
-
Privacy & Security
-
Reliability & Safety
-
Fairness
From Study Questions to Action
See how Agentic Assistant brings study intelligence, custom reporting and data review together within Clinion EDC.
— Compliance
Fully Compliant with Global Standards
