Site Success Comes from Ongoing Support

Ninety percent of sites learn how to execute your protocol on the first few patients - often due to ineffective, 'one-and-done' training. Sites are busy, juggling visits and protocols hour by hour, day after day. Sponsors who provide support every step of the way, using a multifaceted approach, see compliance and satisfaction skyrocket.

BOOK DEMO

ProofPilot _ Website Imagery 2026_Activation HERO

Protocol Compliance Requires a Multifaceted Approach

We enable seamless and ongoing collaboration between sponsors and sites through formal interactive training, on-demand resources powered by intelligent search, and real-time communications to answer urgent questions, so your study is executed flawlessly.

ProofPilot _ Website Imagery 2026_Activation Training

STAFF TRAINING

ROLE-BASED TRAINING MADE SIMPLE ENSURING KNOWLEDGE TRANSFER VISIT GUIDANCE TRAINING

ORGANIZE YOUR TRAINING WITH PRECISION

Sites often lack structured and easily accessible training materials, leading to inconsistencies. Our solution lets you upload and assign site and role-specific training, including searchable, customizable documents for offline learning and videos for engaging multisensory training. Set due dates and expirations, manage training versions with automated reassignment, and generate and store certificates upon completion - ensuring consistent, efficient training across sites.

LEVEL UP YOUR TRAINING

UTILIZE ADULT LEARNING PRINCIPLES

How can sponsors ensure site staff truly understand and retain training content? With a WYSIWYG editor, sponsors can apply key adult learning principles to create interactive, engaging training with custom images, videos, and text styling. They can design assessments with tailored feedback, set passing thresholds, and issue certificates only when those thresholds are met. This solution replaces hard-to-retain, bullet-pointed slides, driving better engagement, knowledge retention, and protocol compliance at sites.

ENHANCE SITE READINESS

EVERY VISIT, DONE RIGHT, AT EVERY SITE

Sites often lack standardized guidance, leading to inconsistencies in study conduct. Our solution provides predefined templates that outline patient visit-by-visit workflows and technologies ensuring consistency and compliance to protocol conduct across all sites. This eliminates burden, confusion, and errors while streamlining study visits for sites and patients everywhere.

LEAVE NOTHING TO CHANCE

ProofPilot _ Website Imagery 2026_Activation Doc Exchange

DOCUMENT EXCHANGE

NEXT GEN TRACKING SOLUTION

Document management and tracking has only increased in complexity as protocols have increased procedures and now span multiple countries, time zones, and languages. With ProofPilot sponsors and sites see

Reduced site burden and administration costs
Increased site and study team satisfaction
Simplified distribution and tracking of study documents to the site
Streamlined capture of necessary documents from the site as part of study start-up and ongoing study maintenance
Integrated documents captured from sites to the eTMF

Share Study Documents

The Clinical Trial Experience Platform

Our platform centralizes and simplifies recruitment, conduct, and communication for sponsors, patients, and sites across the clinical trial experience.

VISIT OVERVIEW TRAINING

Create detailed visit plans for compliance
Simplify workflows with centralized instructions

TRAIN VIA DOCUMENTS & VIDEOS

Send sites, sponsors, and vendor study staff documents and multimedia training content to review
Centralize training materials in one streamlined workflow for easy distribution and tracking

MILESTONE BUILDER

Configure milestone templates by country, protocol, or site type.
Generate audit-ready reports and monitor performance centrally.

ETMF INTEGRATION

Securely stores and manages training documents and certifications, ensuring regulatory compliance
Archives communication logs, attachments, and relevant documentation for streamlined record-keeping
Enhances efficiency and compliance through seamless integration with eTMF

CTMS INTEGRATION

Milestones completed in Study Startup Planner can automatically update statuses in your CTMS, eliminating double

COMPLETION TRACKING

Monitor document task completion rates at the site level and download completed site documents
Fully centralized platform enables accelerated study start up

What Our Clients Say

ProofPilot has taken a more holistic approach without being a heavy weight “platform” and frankly it’s refreshing!

-Top 10 Pharma Client

I really appreciate this portal. This scheduling method works best for me because I see patients during the day and sometimes the schedule varies.

-Vicky Sudan, Study Coordinator, Colorado Neurology and Headache Center

I would love to use ProofPilot in other studies. It is much more efficient for contacting referrals, especially when you have multiple studies going on.

-Bethany Dunn, Recruitment Coordinator, Flourish Research

This would be so helpful if patients from every study was using it!

-Coordinator, Global Medical Research

Through integrated workflows to ensure timely training, logistics and patient payments, we saw nearly 90% compliance from our participants

-Digital Health Researcher

We used PROOFPILOT to enroll 300 patients for DCT digital biomarker study – it delivered enormous cost savings, quality data, and great compliance.

-Top 20 Pharma Client

Site Success Comes from Ongoing Support

Protocol Compliance Requires a Multifaceted Approach