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Study Build & Design

Conversational Forms Agent

H1ST-AI-DBD-001 · Task 1.4

You know the change — you just can't make it

The gap between knowing what a form needs and being able to change it yourself is where days disappear. The Conversational Forms Agent lets you modify CRFs, validation rules, and consent forms in plain English — add a field, change a validation, adjust layout — with change-impact analysis, CDASH compliance checks, and full version history, so the edit you can describe is the edit you can make.

The grind you know

You know the change — you just can't make it

You can describe the change in one sentence — add a field, tighten a validation, move something on the form — but making it happen means logging a request and waiting on specialized configuration work. You know exactly what the study needs; you just can't do it yourself, so a simple edit becomes a turnaround measured in days.

Part of the Database & Forms Design family

Protocol to CRF, ICF, SDTM & coding.

The gap between knowing what a form needs and being able to change it yourself is where days disappear. The Conversational Forms Agent lets you modify CRFs, validation rules, and consent forms in plain English — add a field, change a validation, adjust layout — with change-impact analysis, CDASH compliance checks, and full version history, so the edit you can describe is the edit you can make.

  • CDASH
  • 21 CFR Part 11
Explore the Database & Forms Design family

How it works

  1. 1

    Describe the change

    Type what you want in plain language — 'add a systolic BP field with a 60–250 range check'.

  2. 2

    Preview the impact

    See a live preview, a compliance check, and downstream change-impact before applying.

  3. 3

    Apply or undo

    Apply across one or many forms; every change is versioned and reversible.

Capabilities

What it takes off your plate

Natural-language editing

Classifies intent — add field, remove field, modify validation, update text, change layout — and applies it in real time with live preview.

Compliance-aware changes

Every modification is checked to preserve CDASH compliance and regulatory requirements before it is applied.

Change-impact analysis

Shows downstream effects of a change and recommends best-practice improvements before you commit.

Versioned and reversible

Conversation-linked version history with unlimited undo/redo, plus batch changes across multiple forms.

What you get

  • Conversational editing interface with live preview
  • Change-impact analysis for each modification
  • Conversation-linked version history
  • Batch modification across forms

In practice

What this looks like on a real study

Where the agent shows up in the day-to-day of a live trial — the moments the grind usually lives in.

You know the fix, not the config tool

You can describe the change in one sentence, but making it means logging a request and waiting days on specialized configuration. Instead you type 'add a systolic BP field with a 60 to 250 range check' and see it applied in a live preview, with a CDASH compliance check before it commits.

Add the same field to twelve forms

A protocol update means the same field has to appear on every visit form, consistently. Batch modification applies the change across all of them in one pass, so you are not repeating the same edit twelve times and hoping each matches.

A change you need to walk back

You made an adjustment, then realized the previous version was right after all. Conversation-linked version history gives you unlimited undo, so you roll back cleanly instead of reconstructing the form from memory.

Proof

The impact on your study

95%
Intent-classification accuracy
<3 s
Simple modifications
Unlimited
Undo/redo history

Figures shown are pre-launch targets based on internal benchmarks, not guaranteed outcomes.

Works with your stack

  • Gemini / Anthropic LLM

    LLM

Who it's for

Built for the teams who run trials

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Peace of mind

Built to the standards inspectors expect

Every output is generated inside a validated, audit-ready platform, kept under human-in-the-loop control, and mapped to the regulatory and CDISC standards this agent supports.

  • CDASH
  • 21 CFR Part 11

Frequently asked questions

See the Conversational Forms Agent on your study

Walk through it on your own workflow with a clinical-trials expert — no pressure, no obligation, and honest answers, including on the limits.