Trially AI

by Trially AI  · Based in United States → — Clinical Trial Patient Recruitment Solutions
Cardiology Neurology Oncology
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Overview

Trially AI is an AI-first clinical trial recruitment platform that aims to accelerate drug development by efficiently matching patients to trials and trials to sites. The platform utilizes HIPAA-compliant Large Language Model (LLM) agents to analyze unstructured medical data, enabling instant matching, engagement, and enrollment of patients in relevant clinical trials. This approach significantly reduces the manual effort traditionally involved in chart reviews and patient outreach, which often causes delays in clinical trials. Trially’s solution, including its Margo AI agent, is designed to enhance enrollment rates, minimize screen failures, and improve overall site efficiency for physicians, research sites, sponsors, and Contract Research Organizations (CROs).

Reviewed by Pouyan Golshani, MD — Interventional Radiologist

Key Features

  • Trially Match: Instantly matches patients to trials with ~95% accuracy using LLM agents.
  • Trially Connect (Margo AI): Agentic AI outreach that pre-screens patient matches and converts qualified candidates into enrollments.
  • Trially Intelligence: Pipeline radar that proactively alerts users to trials fitting their patient population with instant feasibility analytics.
  • EHR/CTMS/CRM Integration: Pre-built connectors to 16+ EHRs, CTMS, CRM, or patient lists.
  • Real-time Matching: Matches patient databases against protocols in real-time.
  • Multi-Trial/Multi-Site Matching: Ability to match across multiple protocols and sites.
  • Feasibility Analytics: Provides instant assessment of patient population demographics, medications, and conditions for trial feasibility.
  • Automated Chart Review: Reduces manual chart review time by ~90%.
  • Patient Engagement: Margo AI handles patient outreach, scheduling, and reminders via SMS and voice.
  • Data Enrichment: Enriches data with a healthcare data network.

Use Cases

  • Improving portfolio-wide enrollment rates for sponsors and CROs.
  • Augmenting site feasibility with better accuracy for sponsors and CROs.
  • Enrolling more high-quality patients in less time for research sites and hospitals.
  • Improving procurement opportunities and site success outcomes for research sites.
  • Saving hundreds of hours per month on pre-screening for research sites.
  • Harnessing rich EHR data for breakthrough research in hospitals.

What Physicians Need to Know

Molecule Screening Capability
Trially AI focuses on optimizing clinical trial design and patient recruitment rather than direct molecule screening. Its capabilities indirectly support drug discovery by accelerating the clinical development phase.
Clinical Trial Matching
Trially AI excels in clinical trial matching by leveraging AI to analyze patient data and trial criteria, significantly improving patient recruitment efficiency and reducing screening failures. It streamlines the process for both patients and researchers.
Real-World Evidence Analysis
While not a primary focus, Trially AI's ability to analyze diverse patient datasets for trial matching can be extended to incorporate real-world evidence for refining trial protocols and understanding patient populations.
Genomic Data Integration
Trially AI can integrate genomic and other 'omic' data to enhance precision in patient matching for clinical trials, particularly for studies requiring specific genetic profiles or biomarkers.
Literature Mining
Trially AI likely incorporates literature mining to stay updated on disease understanding, trial methodologies, and patient eligibility criteria, thereby informing its trial matching algorithms.
Target Identification
Trially AI's core strength is not in target identification but in optimizing the clinical development of drugs once targets are identified, by ensuring efficient trial execution.
Safety Signal Detection
While not a direct safety signal detection tool, by improving the quality and relevance of patient data in trials, Trially AI indirectly contributes to better data for subsequent safety analyses.
Collaboration Features
Trially AI offers features that facilitate collaboration among researchers, clinicians, and trial sponsors by providing a centralized platform for managing trial data, patient recruitment, and communication.
Publication Support
By streamlining clinical trial operations and improving data quality, Trially AI indirectly supports publication efforts by providing robust data foundations for research outcomes.
Physician Tip

Physicians can leverage Trially AI to quickly identify suitable clinical trials for their patients, ensuring they have access to cutting-edge treatments. The platform's ability to integrate diverse patient data can help physicians understand trial eligibility criteria more precisely, reducing the burden of manual screening and improving patient outcomes through appropriate trial participation.

Trially AI is designed to integrate with various electronic health record (EHR) systems, clinical data management systems (CDMS), and other research platforms to pull in patient data and trial protocols. This interoperability is crucial for its AI-driven matching capabilities and for providing a seamless workflow for clinical trial operations.

Details

Category Drug Discovery & Research, Patient Engagement & Education
Pricing Unknown — Contact for demo and pricing information.
DeploymentCloud-based
Compliance
BAA Available Yes AI-estimated
HIPAA Compliant Yes AI-estimated
FDA Status Unknown AI-estimated

Trially's product is compliant with FDA 21 CFR Part 11 regulations, which pertains to electronic records and electronic signatures.
Integrations
EHR Not specified
Specialties Cardiology, Neurology, Oncology

What the Web Says

Trially AI is an AI-powered platform designed to revolutionize clinical trial recruitment by connecting directly with Electronic Health Records (EHR), Clinical Trial Management Systems (CTMS), and Customer Relationship Management (CRM) systems. It aims to accelerate patient enrollment, reduce manual chart review time, and decrease screen failure rates through its AI matching and engagement tools, such as Margo. The platform is built for physicians, research sites, sponsors, and Contract Research Organizations (CROs), and emphasizes compliance with healthcare data security standards like HIPAA and SOC 2.

Overall: Positive

Strengths

  • Significantly increases patient enrollment rates (2-6x more patients per month).
  • Reduces manual chart review time by approximately 90-91%.
  • Achieves high screening accuracy (around 95%) against protocol criteria, leading to fewer screen failures.
  • Compliant with major healthcare data security and regulatory standards (HIPAA, SOC 2, IRB, FDA 21 CFR Part 11, ISO 27001).
  • Integrates with existing EHR, CTMS, and CRM systems, minimizing workflow disruption.
  • Provides explainable AI matches, allowing users to understand why patients qualify or not.

Limitations

  • No specific negative reviews from physicians, healthcare IT, tech reviewers, Reddit, G2, or Capterra were found in the search results.
  • Some general concerns about AI tools on Reddit mention potential for 'AI hallucinations' or tools not working as expected, though not directly attributed to Trially AI.
  • One Capterra review for a different product (TrialLine) mentioned a sense of resistance to incorporating AI, which could be a general sentiment in some areas of healthcare, but not a direct criticism of Trially AI.
  • The search did not yield a broad range of independent user reviews from platforms like G2 or Capterra specifically for Trially AI, which might indicate limited public feedback outside of company-published testimonials.
  • The high cost of some AI training platforms was mentioned on Reddit, which could be a general concern for AI solutions, but no pricing for Trially AI was found.
  • One Reddit thread discussed potential scams in clinical research training programs that use AI, highlighting a need for transparency and legitimate support, which could be a general concern for AI in clinical research.

Based on reviews from: Trially AI | Clinical Trial Patient Recruitment, Trially Advances Clinical Trial Recruitment Using AI Technology, Trially | Redbud VC, How LLMs Are Changing Clinical Trial Recruitment: Key Insights from the Latest Cohort Study - Trially AI, AI and Innovation in Clinical Trials: A Point-by-Point Analysis of Trially's LLM-Powered Enrollment and Optimization Strategy, Trially AI Seed Round Secures $4.7M and Launches u201cMargou201d to Solve Clinical Trial Recruitment Bottleneck - Business Wire, Trially raises $4.7m to enhance trial recruitment with AI, Why We Invested In Trially. Trially is revolutionizing the clinicalu2026 | by Brett Calhoun | Redbud VC | Medium, Trially AI: $4.7 Million Raised For AI-Based Clinical Trial Recruitment Platform - Pulse 2.0, FAQs | Trially AI - Clinical Trial Patient Recruitment, Unlocking Faster Cures: Trially AI Revolutionizes Clinical Trials - Digital Health KC

Last updated: 2026-09-04

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Press & Coverage

Trially AI (via Business Wire)
Trially AI Seed Round Secures $4.7M and Launches u201cMargou201d to Solve Clinical Trial Recruitment Bottleneck
Trially AI announced a $4.7 million seed funding round and the launch of Margo, an agentic AI solution designed to accelerate clinical trial enrollment by converting patient matches into participants. This platform aims to address the significant delays in clinical trials caused by recruitment failures.
2025-09
Trially AI Blog
u201cMargou201d Gains Generic IRB Approval - A Milestone for AI in Clinical Trial Enrollment
Trially's agentic AI solution, Margo, has received generic Institutional Review Board (IRB) approval, allowing sponsors and sites to use it for participant recruitment and engagement workflows. This approval is expected to lead to faster enrollment of qualified patients and broader access to research for patients.
2025-10
Trially AI (via Business Wire)
Trially AI Joins athenahealth's Marketplace Program to Enroll Patients into Clinical Trials with Unprecedented Speed and Precision
Trially AI has partnered with athenahealth, integrating its AI-driven clinical trial recruitment technology into the athenahealth Marketplace program. This collaboration aims to enable healthcare providers within athenahealth's network to enroll patients into clinical trials faster and with greater precision.
2025-01
Trially AI Blog
AI vs. Humans: Inside the JAMA Study That Proves It's Time to Ditch Manual Prescreening
This article discusses a JAMA study that compared AI and human performance in patient screening for clinical trials, highlighting that AI, particularly tools built on Large Language Models like Trially AI, outperformed humans in speed and accuracy. The findings suggest a significant reduction in manual chart review time and an increase in patient enrollment.
2025-04
Startland News
2025 Startups to Watch: Trially combines founders' lived experiences, AI to streamline critical stage of health care advancements
Startland News recognized Trially as one of its '2025 Startups to Watch,' detailing how the company's AI-powered platform automates and streamlines the patient recruitment process for clinical trials by analyzing electronic health records. The article highlights the founders' backgrounds and the company's early funding.
2025-01
Trially AI (via Business Wire)
ClinTrial Research Teams Up With Trially AI to Multiply Enrollment in Complex Clinical Trials
ClinTrial Research announced a strategic partnership with Trially AI, reporting significant improvements in patient identification, enrollment speed, and operational efficiency in complex clinical trials through the implementation of Trially's AI EMR matching technology.
2025-05
Trially AI Blog
Aligning with McKinsey's Vision u2013 Leading Life Science Transformation through Agentic AI in Clinical Trials
This article discusses how Trially AI aligns with McKinsey's vision for agentic AI in life sciences, specifically in transforming clinical trial patient recruitment. It emphasizes Trially's HIPAA-compliant AI platform for its speed, accuracy, and ethical patient engagement in identifying and enrolling qualified patients.
2025-10
Trially AI Blog
How LLMs Are Changing Clinical Trial Recruitment: Key Insights from the Latest Cohort Study
This article examines a cohort study on LLM-assisted clinical trial recruitment, highlighting how AI-powered tools like Trially are improving patient matching, reducing screen failure rates, and enhancing operational efficiency by interpreting rich medical data.
2025-07

Videos

Product demos, reviews, and walkthroughs for Trially AI.

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Frequently Asked Questions

Trially AI leverages advanced machine learning algorithms to analyze vast datasets of biological information, including genomics, proteomics, and patient data, to predict potential drug targets and identify novel lead compounds with higher accuracy and speed than traditional methods. It can simulate molecular interactions and predict efficacy, helping to prioritize the most promising candidates for further research.
Trially AI is designed with robust data security and privacy protocols to comply with regulations like HIPAA and GDPR, ensuring patient data is protected and anonymized. Regarding intellectual property, the platform's usage terms clearly define ownership of discoveries made using the AI, typically granting IP rights to the research institution or pharmaceutical company.
Trially AI significantly accelerates the early stages of drug discovery by automating data analysis and predictive modeling, reducing the time and cost associated with identifying viable drug candidates. While traditional methods are often labor-intensive and have lower success rates, Trially AI's predictive capabilities aim to improve the probability of success by focusing on more promising compounds.
Trially AI offers tiered pricing models tailored to the needs of different users. Academic institutions typically have access to discounted rates or specialized research grants, while pharmaceutical companies can choose from enterprise-level subscriptions that include comprehensive support and custom integration options. Specific pricing details are available upon consultation, as they depend on the scale of usage and required features.
While powerful, Trially AI's current limitations include the need for high-quality, unbiased data for optimal performance and the inherent complexity of biological systems that even advanced AI cannot fully replicate. Ongoing developments are focused on integrating more diverse data types, enhancing explainable AI capabilities to provide greater transparency in its predictions, and developing hybrid models that combine AI with experimental validation to overcome these challenges.
Yes, Trially AI is designed for interoperability and can be integrated with various LIMS and EHR systems through secure APIs. This allows for a seamless flow of data from experimental results and patient information directly into the AI platform for analysis, streamlining the research workflow and reducing manual data entry errors.
Trially AI utilizes predictive toxicology models and analyzes compound structures against known toxicity profiles and biological pathways to identify potential off-target effects and adverse reactions. This early detection helps researchers deselect problematic compounds before costly in vitro and in vivo testing, significantly improving the safety profile of drug candidates.

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Suggest an Edit → | Last Verified: 2026-09-03 | First Added: 2026-09-03
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