Help center

TrialBridge help center

Practical guides for running your enrollment pipeline. If you can't find what you need,contact support.

Getting started

Sign in, set up your site, invite your team.

Study setup

Create studies and define enrollment goals.

Protocol upload

Bring protocol documents into your workspace.

Candidate imports

Import candidate lists from CSV.

Eligibility review

Generate and confirm eligibility decisions.

Protocol Copilot

Ask questions grounded in your protocol.

Visit calendar

Schedule and confirm participant visits.

Retention Radar

Spot retention risk early.

Reports and exports

Pull operational reports for sponsors.

Team permissions

Roles, members, invitations.

Email preferences

Manage which emails you receive.

Billing and plan management

Workspace plan and billing contacts.