About Trially AI
Trially AI is a healthcare artificial intelligence company focused on revolutionizing clinical trial recruitment. Their AI-powered platform aims to streamline clinical research and accelerate the development of advanced therapies. The platform integrates with existing Electronic Health Record (EEHR), Clinical Trial Management System (CTMS), Customer Relationship Management (CRM), or Health Information Exchange (HIE) systems to automate patient identification and recruitment.
For physicians, Trially AI’s platform, including its ‘Margo’ AI agent, is designed to significantly reduce the administrative burden associated with clinical trial enrollment. It automates the process of identifying eligible patients from EHR data with approximately 95% accuracy, reducing manual chart review time by up to 90%. This allows physicians and their staff to focus on patient care rather than time-consuming screening processes. The platform also aims to improve patient access to potentially life-saving treatments by efficiently matching them with relevant trials they might otherwise miss.
Trially’s offerings include Trially Match, which uses large language model (LLM) agents to analyze structured and unstructured medical data for instant patient-to-trial matching; Trially Connect, which utilizes the Margo AI agent for outreach and pre-screening to convert matched patients into participants; and Trially Intelligence, a pipeline radar that provides proactive alerts for suitable trials and instant feasibility analytics. The platform is designed to be fully compliant with HIPAA, SOC 2, FDA 21 CFR Part 11, IRB, and ISO 27001 regulations, ensuring data security and privacy.
Focus Areas
Business Intelligence
| Key Investors | Flyover Capital, Alpaca, Atria, Blu Ventures, Looking Glass Capital, Redbud, The Council, Gaingels |
| Partnerships | ClinTrial Research, athenahealth, CRIO |
| Technology | AI-powered, HIPAA-compliant LLM agents, cloud-native, integrates with EHR, CRM, CTMS, HIE systems |
| FDA Clearances | unknown cleared products (estimated) |
What Physicians Need to Know
Trially AI empowers physicians by reducing the administrative burden of clinical trial recruitment, allowing them to focus on patient care. The platform proactively identifies high-quality, trial-eligible candidates directly within the EHR, highlighting why patients qualify and when they are scheduled to visit. This enables more informed and timely conversations with patients already in their care, facilitating referrals and increasing the likelihood of successful enrollment. Trially's explainable AI ensures transparency, allowing physicians to understand the rationale behind patient matches.
Trially AI offers pre-built connectors for seamless integration with over 16 EHRs (including Epic, Oracle Cerner, NextGen, and AthenaHealth), CTMS, CRM (e.g., Salesforce, HubSpot), or other patient lists. The platform is designed to keep existing workflows intact and is fully compliant with HIPAA, SOC 2, IRB, FDA 21 CFR Part 11, and ISO 27001 standards, ensuring data privacy and security with features like AES-256 encryption and role-based access control.
What the Web Says
Trially AI is a platform designed to revolutionize clinical trial patient recruitment and management using AI, including HIPAA-compliant LLM agents. It aims to address the significant delays and costs associated with traditional clinical trial recruitment by instantly matching patients to trials, engaging them through automated outreach, and providing real-time feasibility analytics. The platform integrates with existing EHR, CTMS, CRM, and other systems. Trially AI has secured significant seed funding to accelerate its adoption across research sites, sponsors, and CROs.
Overall: PositiveStrengths
- Multiplies clinical trial enrollment (2-6x more patients enrolled per month).
- Reduces manual chart review time by approximately 90%.
- Achieves high accuracy in patient-to-trial matching (~95%).
- Decreases screen failure rates by roughly 73%.
- Offers a significant return on investment (10x ROI for Trially Connect).
- HIPAA, SOC 2, IRB, FDA 21 CFR Part 11, and ISO 27001 compliant.
Limitations
- No readily available negative product reviews from independent sources like G2, Glassdoor, Capterra, or Reddit.
- Limited public information on company culture or employer reviews.
- Some general concerns about AI tools in healthcare regarding data privacy and ethical considerations, though Trially emphasizes its compliance.
Based on reviews from: Trially AI Official Website, G2, Glassdoor, Capterra, Reddit, Redbud VC, GlobalData, Ward and Smith, P.A.
Last updated: 2026-09-04
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