Source Worksheets
Ready Before First Visit

Generate site-ready source documents directly from the protocol.

Generate source worksheets directly from the protocol

Source Worksheets Ready Before the First Patient Visit

Source Worksheets
Ready Before First Visit

Generate site-ready source documents directly from the protocol.

Create screening, baseline, follow-up, and unscheduled visit worksheets in minutes - without building forms manually in Word.

Generate source worksheets directly from the protocol

10–40 Hours Saved

Per study spent building source worksheets manually

5 Core Source Form Types

Generated from a single protocol upload

Generated in Minutes

From protocol upload to downloadable forms

10–40 Hours Saved

Per study spent building source worksheets manually

5 Core Source Form Types

Generated from a single protocol upload

Generated in Minutes

From protocol upload to downloadable forms

The Problem

The Problem

Sites still build source worksheets manually

Before the first participant visit, coordinators must review the protocol and manually create source documents for every visit and procedure.

This often includes:

Eligibility Forms
Demographics Forms
Post Treatment
Visit Worksheets
Vital Signs Forms
Adverse Events Forms
Concomitant Logs

Most sites still build these documents manually in Word or Excel, making the process repetitive, inconsistent, and difficult to scale across studies.

How it works

From protocol to source documents in minutes

How it works

From protocol to source documents in minutes

  1. Upload the Protocol

Clinials analyses the protocol structure and Schedule of Activities.

2. Select a visit

Generate forms for Screening, Baseline, Treatment, Post-Treatment visits, Follow-Up, or Unscheduled visits.

  1. Generate Forms

Clinials creates visit-specific source documents and worksheets.

  1. Download and Edit

Export forms as DOCX or PDF for site use.