Clinical Research

July 2, 2025

From Templates to Tailored: The Future of Clinical Documents

Illustration of a clinical report made from colorful building blocks on a yellow background, featuring charts, graphs, and text elements partially constructed. Headline reads: 'What if your next report didn’t already exist?' Subtext: 'From blocks to brilliance. Build exactly what you need.' Represents the concept of custom-built clinical documents using modular components.
Illustration of a clinical report made from colorful building blocks on a yellow background, featuring charts, graphs, and text elements partially constructed. Headline reads: 'What if your next report didn’t already exist?' Subtext: 'From blocks to brilliance. Build exactly what you need.' Represents the concept of custom-built clinical documents using modular components.

Don't get us wrong, templates are essential.

Across the industry, they’re helping standardize how we work, collaborate, or communicate trial information; think plain language summaries, patient sheets, ethics documents. Templates bring structure to chaos. They help ensure compliance and alignment.

But even good systems have limits.
And static templates, for all their benefits, can only go so far.

The Limits of Static

In every job, and every trial, there’s a moment where a template falls short.

Maybe it’s a sponsor who needs more detail.
Or it’s an ethics board asking for something outside the format.
Sometimes, it’s a marketer or medical writer struggling to turn a regulatory document into something the public can actually read.

So, what happens?
The rewrite. The workarounds. The cut-and-paste reshuffling.

Documents get sent to Word. Emails start flying.
And the efficiency gained by starting with a template gets eroded by the need to reshape it or go dig for information that is needed but was initially not there.

Good Got Us Here. Now It’s Time for Great.

We’re not replacing templates.
We’re evolving what they are and make possible.

With Clinials’ new document builder, you can now bring your workflows to life in the form of a custom report/document.
You can define, add, remove, and reshape what’s shown, how it reads, and who it’s for.

Need a version tailored to costs budgeting and planning? Done.
Need a version that fits your risk assessment template? Built.
Need a plain language summary that doesn’t feel like regulatory copy? Yours.

All from the same foundation.
No manual rewrites. No waiting. No detours. And the output, similar to the existing document stack generated in Clinials, is available to all team members or different departments (with an account).


From Blocks to Brilliance

We’ve reimagined how clinical documents get made.
And we're moving from filled out in minutes, and aligned with the source protocol, to built. Intentionally. Adaptively. Fast.

Instead of asking, “Which template fits?”
You’ll now look into your own processes and workflows, define your needs and expectations, and ask along the lines of “What do I need this to say?" or "Who’s it for?”.

The answers are no longer limited by the existing format and content types.
You create what’s needed. When it’s needed.


What Comes Next

This isn’t live for all to use in the free trial!

Right now, we’re working closely with a small group of teams, taking part in paid pilots, to shape, refine, and improve it, together.

If that sounds like your kind of opportunity and if you’ve ever thought, “I just wish I could have a report that shows that one part…” then we want you in early.

Be first to build!
Join the shortlist