The agentic operating system for clinical research.
Your site's documents and systems, consolidated into one secure platform that answers the questions no single file can — and cites every one of them.
- SOC 2
- Aligned
- 21 CFR Part 11
- Aligned
- Training on your data
- Never
Trusted partners
The organizations we build alongside.
One secure platform
Your site's knowledge is scattered across a hundred files and a dozen systems. Intake AI reads them together.
- Protocol
- ICFs
- SOPs
- Budget
- Staffing rosters
- CTMS
- Gmail
- ClinicalTrials.gov
- …and any other file you upload, or system you connect.
Nothing here is hidden. It's all in your files. It's just in five different files, and no one has ever read them together.
The suite
Inside the operating system.
Every part of it runs on the same corpus and the same connections — so anything we add already knows everything your site has told us.
01 / CHAT
Chat
Ask your site anything
Upload SOPs, ICFs, protocols, budgets and rosters — then ask the specific questions no single file can answer.
Explore Chat- What should I budget for a new Phase 3 cardiology trial?
- Where am I single-threaded?
- Can my patient database support my diversity targets?
- The MW-205 amendment lands in May. What breaks?
Every answer cites the document it came from
02 / CONNECTORS
Connectors
Everything under one secure platform
Connect Gmail, Google Drive, ClinicalTrials.gov and your CTMS so the agent searches every system at once.
Explore ConnectorsBased on my active studies, what my site can actually run, and the upcoming trials on ClinicalTrials.gov, search through my email for any relevant trials I could pursue.
- CRIO · CTMS12 active · cardiology, endocrinology
- Google DriveStaff certs, equipment, capacity
- ClinicalTrials.gov18 not-yet-recruiting nearby
- Gmail4 sponsor threads match
Four sources, one pass — connecting datapoints that were never connectable before.
Scoped · Logged · Revocable
03 / WORKFLOWS
Workflows
Automate the operational grind
Upload a Schedule of Assessments and get your source documents back. Hours of startup, gone.
Explore Workflows| Assessment | Screening | Baseline | Wk 2 | Wk 4 | Wk 8 | Wk 12 | EOS |
|---|---|---|---|---|---|---|---|
| Informed Consent | × | · | · | · | · | · | · |
| Demographics | × | · | · | · | · | · | · |
| Medical History | × | · | · | · | · | · | · |
| Vital Signs | × | × | × | × | × | × | × |
| 12-Lead ECG | × | × | · | × | · | × | × |
| Echocardiogram | × | · | · | · | · | × | × |
| + 8 more assessments | |||||||
What sites get back
0 hrs
Saved per study startup
0%
Of answers cited to a source document
0 sec
Average time to a cross-document answer
0
Platform for all of your site's data
Security & compliance
Built for the people who get audited.
Research sites get inspected. Vendors get assessed. Intake AI is built for that scrutiny — aligned to the standards your sponsors ask about, and honest about everything it does with your data.
Built against
SOC 2
Controls aligned to the Trust Services Criteria: security, availability, confidentiality.
HIPAA
Built for protected health information, under the Privacy and Security Rules.
21 CFR Part 11
Aligned to the electronic records and signatures rules FDA-regulated work runs on.
GxP
Designed for GxP environments: controlled change, traceable records, validated process.
GDPR
Aligned to data protection obligations for personal data of EU subjects.
These are the standards Intake AI is built against. Ask us where each one stands today — we will tell you plainly.
Data handling and storage
Your documents are yours, and they stay that way.
- We never train on your data. Not your files, not your questions, not the answers.
- Encrypted in transit and at rest.
- Every answer cites the document it came from — and says so when the answer isn't in your files.
Access and permissioning
Read-only unless you have asked for something else.
- Connector access is scoped, logged and revocable. Turn one off and it is off.
- CRIO is the only system Intake AI writes to, and only to deliver source documents you asked it to build.
- Permissions follow your team, not the platform.
Retention and ownership
You decide what goes in, what comes out, and when it is gone.
- Nothing you upload becomes ours. No shared corpus, no pooled index.
- Remove a document and it leaves the corpus it was answering from.
- Leave, and your data leaves with you.
From our CEO
Every therapy that reaches a patient got there because a research site ran the trial. Sites are the backbone of drug development, and they have been handed the least of this industry's attention and the worst of its software.
The information you need is already yours. It is in the protocol, the budget, the SOPs, the inbox, the CTMS. It just sits in places no one has ever been able to read together, so the answers never surface.
We are not here to change how you run trials. We are here to take the work that should never have needed a person off your desk, and give those hours back to the part only you can do. You are already excellent with your patients. We want you to have more time to be.
Samir Hooker
Co-Founder & CEO
Book a demo
See the platform in action.
No rip-and-replace and nothing to migrate. Intake AI works with the documents and systems your site already runs on.
- 30 minutes
- No setup
- Nothing to prepare
We cite every answer. When there isn't enough to answer, we say so.