AI Study Configurator

From Protocol to Live Study, Set Up by AI

Upload your protocol and the AI shows how your study maps to Climedo, turns it into study specifications and generates the study: forms, visits, randomization, ePRO, edit checks, queries and the SAE workflow. Protocol changes take the same path as reviewed amendments, and your team approves every step before anything is created.

One AI Across Your Study Set-Up

Five steps from the first protocol upload to user acceptance testing, each with a human checkpoint.

  1. 01

    Visualize the Protocol

    The AI draws the study as visits, forms and data points, with notes on what Climedo supports and the questions the document leaves open.

  2. 02

    Turn It Into Study Specs

    The visualization becomes a structured study specification. Already have specs workbooks? Start from those instead.

  3. 03

    Generate the Study

    Review the create plan, approve it, and Climedo builds forms, visits, randomization, ePRO, dependencies, edit checks and SAE forms.

  4. 04

    Amend Without Rework

    Describe a change in plain language and review every new, changed and removed item before it is written back as an amendment.

  5. 05

    Check UAT

    The AI compares your requirement documents with the configured study before user acceptance testing starts.

Inside the AI Study Configurator

Five screens of the workspace, from the protocol upload to the check against your requirements.

VISUALIZE THE PROTOCOL

Drop the protocol as PDF, Word or image. The AI draws visits, forms and fields with their dependencies, notes why it created each one and flags what needs a workaround or is still open.

FROM PROTOCOL TO STUDY SPECS

One click turns the visualization into a structured study specification, or the AI reads your specs workbooks. Where something is ambiguous, it asks before it continues.

GENERATE THE FULL STUDY

The create plan lists what Climedo will build: forms, site visits, randomization, ePRO with reminders, tab dependencies and validations that raise queries. Approve and execute.

AMENDMENTS ON STUDY CHANGES

Describe a change to the running study in chat and review the write-back plan, with every item marked new, changed or removed and a warning when recorded answers are affected.

AI-SUPPORTED UAT

Attach your requirement documents and the AI checks the configured study against them, listing missing items, mismatches and setup issues with their place in the document.

What the AI Sets Up

Forms and Fields

eCRF forms with every field type, including tables, matrices and repeating groups, with display and export labels.

Visits and Workflow

Site visits in protocol order, with the forms placed on each visit in the order staff fill them, and randomization set up from the protocol.

ePRO

Patient steps with trigger, channel, invitations, reminders and expiry.

Edit Checks and Queries

Study validations that check entries across the study and raise queries automatically.

Dependencies

Visibility rules between fields and tab dependencies that unlock forms when they are needed.

SAE Workflow

(S)AE forms placed on the safety workflow, separate from the visit schedule.

Days Instead of Weeks

Legacy EDC: 2–3 Weeks

A data manager reads the protocol, writes the specs and builds every form, visit and edit check by hand. The sponsor reviews, revisions follow, then a second review round before go-live.

Climedo: 3–5 Days

Day 1: upload the protocol, review the visualization and the study specs. Days 2–3: approve the create plan, adjust and go live. Reviews start on day one, because sponsors see the study take shape.

Study start-up in 3–5 days Arrow Right

AI Proposes, Your Team Decides

AI-assisted, not AI-alone: the AI asks when the protocol is ambiguous, you confirm how the specs are organized, nothing is created before you approve the create plan, and amendments show every change before they are written back. The AI runs in private model instances in Frankfurt, inside Climedo’s EU cloud, and your protocols are never used to train public AI models.

Part of Autonomous Data Capture (ADC)

The AI Study Configurator sets the study up, Photo Capture brings source data in and AI Medical Coding structures it.

Autonomous Data Capture Arrow Right · AI Medical Coding Arrow Right · Blog: study setup in 3–5 days Arrow Right

Frequently Asked Questions

Which documents can I start from?

A study protocol as PDF, Word or image, or specs workbooks in Excel or CSV, such as eCRF specifications, ePRO settings and validation lists. For changes, you start from the study that already runs in Climedo.

What does the AI set up in Climedo?

The study with its forms and fields, site visits, randomization and ePRO steps with invitations and reminders, field and tab dependencies, study validations that raise queries, and the (S)AE forms on the safety workflow.

Does a human check the result?

Yes, at every step. You refine the visualization in plain language, answer the AI’s questions, review the create plan tab by tab and approve it before anything is created in Climedo.

How are protocol amendments handled?

Import the running study, describe the change and review the write-back plan, with every form, field, visit and validation marked as new, changed or removed. It is applied as a study amendment in Climedo.

Does it replace our data managers?

No. It takes over reading, specifying and building field by field. Your data managers review, adjust and approve every step, and stay in control of the study design.

What is available today?

All of it: protocol visualization, study specs, full study generation, amendments and the AI-supported UAT check. Building study forms from the protocol has been live with customers the longest.

Bring Your Protocol and Watch Your Study Take Shape