Research Recruitment Workflows

Reduce team workload, improve study routing, and streamline team workflows with structured workflows.

Qualification First

Route the right study inquiries forward while filtering low-fit submissions early.

Lead Ready

Use microsites, QR codes, and embedded forms to reach people where they are.

Team Visibility

Track submissions, prioritize next steps, and keep research teams aligned.

Embedded Workflow
Capture inquiry details and route next steps quickly.
Research workflow widget
Workflow with Study Context
Add supporting study context without rebuilding the workflow.
Research workflow with study details

Need dedicated forms? Explore study qualification forms and research intake workflows.

Want a qualification overview? Visit the participant qualification page.

Recruitment Workflow FAQs

How long does it take to set up a workflow?

Most teams can build a workflow in minutes once the routing logic and study criteria are defined.

Can workflows be embedded on hospital sites?

Yes. Embed full forms or add buttons that open the workflow directly.

How are submissions managed?

Research teams can view submissions, track qualification progress, and manage workflow activity in one place.

Does Studio Pro support integrations?

Yes. Integrate with EDC systems and export data for downstream workflows.

Accelerate recruitment with structured workflows

Launch recruitment workflows built for research teams, routing, and team workflows.