Agentic Assistant

Clinical Intelligence.

From Question to Action.

Ask across your protocol, study operations, and live clinical data. Generate custom reports and perform end-to-end data review 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 Conversation.

From asking a study question to reporting, Data Review, and query resolution, Agentic Assistant keeps the workflow connected within Clinion EDC.

Ask

Ask questions across protocol, operations, and clinical data.

Report

Turn relevant results into reusable custom reports.

Review

Inspect the underlying records directly in Data Review.

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.

Protocol Intelligence

Get study-specific, traceable answers across eligibility criteria, endpoints, visit schedules, procedures, medications, safety timelines, and other protocol information.

Operations & Clinical Data Intelligence

Ask about enrollment, site performance, SDV, queries, study trends, or specific clinical data conditions and receive structured answers from live study data.

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.

AI-Powered Custom Reports

Turn relevant clinical data results into custom reports without traditional programming. Save and refresh them whenever updated study data is needed.

Schedule, Compare & Export

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.

Review Data in Context

Open standard or custom reports and navigate directly to the relevant subject, form, page, or data point behind the result.

Raise Queries with Less Navigation

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

AI That Never Bypasses Your Clinical Data Controls

Agentic Assistant runs on a governed, multi-agent architecture in which the language model never connects directly to clinical data. Every interaction stays permissioned, masked, and fully auditable, keeping your study data private.

MCP-based Architecture

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.

Governed Access & Auditability

Every request runs through validated MCP tools that scope access to the user's role, mask sensitive data, and log a full audit trail. Your study data is never used to train AI models.

— 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)

What is Clinion Agentic Assistant?

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 reviewing records and raising queries within one connected workflow.

Can Agentic Assistant generate custom reports?

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.

Can users perform data review within Agentic Assistant?

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.

Can users raise queries during data 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.

Does Agentic Assistant require SQL or programming knowledge?

No. Users can ask questions and generate relevant study-data views using natural language without writing SQL or traditional report-programming code.

How does Agentic Assistant provide study-specific answers?

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.

How is Agentic Assistant different from a standalone AI chatbot?

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.

Does the language model connect directly to clinical databases?

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.

Does my study data leave the Clinion environment or get used to train AI models?

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.

From Study Questions to Action

See how Agentic Assistant brings study intelligence, custom reporting and data review together within Clinion EDC.

— Compliance