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Study Build & Design

Protocol Intelligence Agent

H1ST-AI-DBD-001 · Task 1.1

Your whole study waits on one manual read

When the protocol read is slow and inconsistent, every deliverable after it inherits the delay and the ambiguity. The Protocol Intelligence Agent reads a protocol in any format — PDF, Word, or scanned image via OCR — and turns it into structured, machine-readable elements, each linked back to its source, so the rest of your build starts from one agreed foundation instead of a fresh re-read.

The grind you know

Your whole study waits on one manual read

A new protocol lands and the whole team stops to read it — again. You're hunting through hundreds of pages for objectives, inclusion and exclusion criteria, procedures, visit schedules, and endpoints, keying them out by hand, knowing a colleague reading the same document will pull something slightly different. Nothing downstream can start until this is done, and it always takes longer than anyone planned.

Part of the Database & Forms Design family

Protocol to CRF, ICF, SDTM & coding.

When the protocol read is slow and inconsistent, every deliverable after it inherits the delay and the ambiguity. The Protocol Intelligence Agent reads a protocol in any format — PDF, Word, or scanned image via OCR — and turns it into structured, machine-readable elements, each linked back to its source, so the rest of your build starts from one agreed foundation instead of a fresh re-read.

  • CDASH
  • ICH-GCP
Explore the Database & Forms Design family

How it works

  1. 1

    Upload the protocol

    Drop in a PDF, Word file, or scanned document — OCR handles the rest.

  2. 2

    AI extracts structure

    Objectives, eligibility, procedures, visits, and endpoints are identified and organized.

  3. 3

    Review and hand off

    Confirm the source-linked extraction; it feeds CRF, consent, and SDTM design automatically.

Capabilities

What it takes off your plate

Any-format ingestion

Parses PDF and Word natively and handles scanned protocols through Paddle OCR, supporting documents up to 500 pages.

Structured element extraction

Identifies study objectives, inclusion/exclusion criteria, procedures, visit schedules, efficacy endpoints, safety assessments, and laboratory parameters.

Schedule of assessments

Reconstructs the visit-by-visit schedule of assessments as structured data that feeds CRF design and validation.

Grounded and reviewable

Every extracted element links back to its location in the source protocol, so reviewers can verify rather than re-read.

What you get

  • Structured protocol model (objectives, criteria, procedures, endpoints)
  • Machine-readable schedule of assessments
  • Source-linked extraction report for review
  • Handoff to CRF Designer and Informed Consent agents

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.

A scanned protocol arrives from a partner

Your partner sends the protocol as a flat scanned PDF with no digital text underneath. Instead of retyping it, you drop it in and OCR reads all 300 pages, turning objectives, eligibility, and the visit schedule into structured elements you can actually work from.

Two reviewers, two different reads

You have watched two experienced colleagues read the same protocol and pull slightly different eligibility criteria. Here every extracted element links back to its exact location in the source, so the team verifies against one grounded foundation instead of re-reading and reconciling by hand.

Rebuilding the schedule of assessments

You are about to start CRF design and need the visit-by-visit schedule of assessments as clean, structured data rather than a table buried on page 40. The agent reconstructs it automatically and hands it straight to CRF Designer so the build starts from an agreed structure.

Proof

The impact on your study

95%
Protocol elements extracted
500 pp
Max protocol length
<30 min
Standard protocol processing

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

Works with your stack

  • Paddle OCR

    OCR

  • 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
  • ICH-GCP

Frequently asked questions

See the Protocol Intelligence 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.