Research Intake Workflows for Clinical Studies
Collect study interest details, referral information, and routing inputs with mobile-friendly workflows.
Study Interest Details
Capture contact preferences, referral source, and study-specific intake details in one flow.
Routing & Communication
Route inquiries to the right team members and keep outreach organized.
Team Ready
View submissions in dashboards, review workflow progress, and export data for downstream workflows.
Research Team Workflows
Manage submissions, routing, and next-step workflows in one place.
Mobile-First UX
Reduce drop-off with short, clear questions optimized for phones.
Activity History
Maintain a history of workflow changes and team actions for internal review.
Need qualification routing too? Explore study qualification forms or research recruitment workflows.
Intake Form FAQs
Do intake forms replace qualification?
Intake workflows collect routing details and study interest information; qualification workflows help teams decide what should move forward. Many sites use both.
Can we customize intake questions?
Yes. You can tailor fields to specific studies, programs, or referral sources.
How are submissions tracked?
Submissions land in research team dashboards with workflow visibility and team notes.
Can I integrate with EDC systems?
Yes. Export data or connect with EDC systems for downstream workflows.
Launch intake workflows in minutes
Build research intake workflows and connect them to your research operations.