WorkflowClinical Development

Medical Monitor Inquiry Assistant

Site protocol questions answered with citations, consistent with every earlier answer, signed by the medical monitor

Every site question gets a cited, consistent answer in hours, signed by the medical monitor.

See one case, screen by screen ↓
demo41sto a cited draft reply — 7 facts read, 6 passages found, 3 earlier answers checked
demo19sfrom a new site question arriving to a draft waiting for the medical monitor
target3.1hmedian reply to a site question
target100%of signed answers consistent with earlier answers
The problem

Why site questions take days, and why the answers drift

A site is screening a participant and the 28-day window is running. The coordinator emails the medical monitor: the ALT is a little over the limit, the PI thinks it is fatty liver, could we have an exception? The medical monitor has to find the current protocol text, check whether an amendment or a clarification letter changed it, remember what was told to the last site that asked, write the reply and file it.

Done by email across the 142 sites of one study, that takes days, and the answers drift. One site is told to repeat a TB test locally while the clarification letter says central laboratory. An answer given under protocol v2.0 stays in the FAQ after Amendment 2 changed the rule. Every inconsistent answer is a possible eligibility deviation — and enrolling a participant who misses an eligibility criterion is an important deviation.

demo2.4daysmedian reply to a site question by email, before the agents
demo6.0per 100eligibility deviations per 100 participants, before
typical≈119protocol deviations in a typical Phase 3 protocol
Where a site question’s hours goestimated
By hand55 days
With the solution2.9 days
  • Waiting in the inbox to be read20 → 0.5 d
  • Finding the current protocol, amendment and letter text3 → 0.2 d
  • Checking what earlier sites were told2 → 0.1 d
  • Writing the reply2 → 0.5 d
  • Medical monitor review and signature24 → 1.5 d
  • Filing in the TMF and updating the FAQ4 → 0.1 d

Estimated split for one eligibility question, by email and with the solution, in hours.

How it works

How a site question moves

Seven specialist agents read, sort, look up, compare, draft, guard and file every question; the medical monitor decides and signs.

What comes in
Questions in3 channels · site portal, email, monitor notes
Agents at work
Inquiry Readerfacts + any exception ask
Then
Topic Classifiersection + clock
Then
Protocol Navigator
Consistency Checker
Then
Reply Drafterevery rule cited
Then
Exception Guardno waivers
Then
FAQ & TMF Publisherafter the signature
A person decides
Medical monitordecides and signs
What comes out
Signed reply to the site
Decision log, filed
Study FAQ
One case, step by step

One eligibility question, from the site portal to the TMF

Site 114 in Boston is screening participant 114-022 for VLT-302, a Phase 3 study of Veltrimab in plaque psoriasis. His ALT is 2.6 × ULN and the site asks for an exception. Here is what happens next, screen by screen, in the working solution.

  1. 01Morning

    Every open question, by time left on its clock

    Dr. Maya Chen · Lead medical monitor

    Maya opens the solution on VLT-302: 3 drafts ready for her to sign, 2 due in 8 hours, a median reply of 3.1 h over the last 30 days. The hot-spot map shows where sites are asking — exclusion 9, tuberculosis screening, has 14 questions in 30 days and exclusion 11, liver tests, has 11.

    “An answer from February is out of date — MI-0279 said any positive hepatitis B marker excludes. Amendment 2 now allows anti-HBc positive with undetectable HBV DNA. Still in the FAQ.”

  2. 0219 seconds

    A new question arrives, and is drafted before she opens it

    The agents

    A question comes in from Site 207 Aarhus through the site portal: hepatitis C antibody positive, RNA negative after cure in 2023. The agents read it, sort it to E-12 with a 24-hour clock, find protocol §5.2 E-12(c), find no earlier answer that conflicts, and draft a reply. It waits for Maya’s signature.

    “Drafted in 19 seconds · ready for you”

  3. 03Opened · 22 h left

    The site’s question, with every fact pulled out

    Dr. Maya Chen · Lead medical monitor

    MI-0417 from Priya Raman, study coordinator for Dr. James Whitaker at Boston Dermatology Research. The agents have read the message and its two attachments into seven facts: participant 114-022, 46, male, PASI 18.4 and BSA 22%, ALT 107 U/L at 2.6 × ULN, anti-HBc positive with HBsAg negative and HBV DNA not detected, screening day 14 of 28. The request for an exception is marked.

    “Given the patient’s strong motivation, we would appreciate an exception to enrol him.”

  4. 0441 seconds

    How the draft was built, step by step

    Six agents

    One click on “How it was built” replays the run. The Inquiry Reader took 7 facts from the portal form and 2 attachments; the Topic Classifier set eligibility, E-11 and E-12, on the 24-hour clock; the Protocol Navigator found 6 passages in Protocol v3.0 · Amendment 2; the Consistency Checker found 3 prior answers, 1 out of date; the Reply Drafter wrote 7 sentences with every rule cited; the Exception Guard found the exception request.

  5. 05Decision by criterion

    Not eligible at this screening — every rule one click from its passage

    Reply Drafter

    E-11, liver tests: excludes — ALT 107 U/L is 2.6 × ULN against a limit of 2 × ULN. E-12, hepatitis B: allowed with conditions, with HBV DNA every 12 weeks. 8.1.3, re-screening: allowed once, from 4 Nov 2026. Citation 1 in the reply opens Protocol v3.0, §5.2 exclusion criterion 11, page 48 — the current version — with the limit highlighted.

    Exception Guard: “The protocol does not allow exceptions to eligibility criteria, so the reply says so plainly and offers the re-screening route.”

  6. 06Checked

    The same question, answered before

    Consistency Checker

    Three signed answers on the same criteria. MI-0391 from Osaka, ALT 2.3 × ULN: not eligible, may re-screen — consistent. MI-0402 from Toronto, ALT 1.8 × ULN: eligible — consistent. MI-0279 from Porto in February, under protocol v2.0: any positive hepatitis B marker excludes — out of date since Amendment 2, with a button to retire it.

    A conflict always stops the draft until a person looks.

  7. 07Signed

    She signs, with the meaning of the signature

    Dr. Maya Chen · Lead medical monitor

    Maya reads the decision and the reply, then signs: her name and role as signer, the meaning “Approved as medical monitor response”, and her password. Filing in the TMF with the decision log entry is always on; publishing to the study FAQ without participant numbers is her choice.

  8. 08Answered in 1.9 h

    Sent, filed, and in the study FAQ

    FAQ & TMF Publisher

    Answered in 1.9 h. The reply goes to Site 114, the decision is in the log with signer, time, criteria and protocol version, and it is filed in the TMF. A de-identified entry joins the study FAQ — “ALT is above 2 × ULN and the participant is anti-HBc positive with undetectable HBV DNA. Can the site ask for an exception?” — for every site in the study to read before they ask.

  9. 0911 questions on E-11

    When sites keep asking, a clarification letter

    The agents, for Lena Ortiz · Clinical scientist

    Liver tests reached 11 questions in 30 days, above the letter threshold. The agents collect the questions from 8 sites, group them into three themes — the cause of a raised ALT does not change the limit, exceptions are not possible, re-screening is the route — and draft a letter to all 142 investigators that explains, and does not change, the protocol. It goes to Lena for review.

Who it’s for

Built for everyone who answers to a site.

The same question, seen by the five people around it — what their week looked like, and what it looks like now.

MC
Dr. Maya ChenLead medical monitor · signs VLT-302
Medical monitor
Before
Answers site questions from her inbox, looking up the protocol, the amendments and her own earlier emails for each one.
Now
Opens a cited draft with the earlier answers already checked, reads, and signs — the reply, the log and the TMF filing in one step.
OH
Dr. Omar HaddadMedical monitor · signs NXL-115
Medical monitor
Before
Gets urgent dose-hold questions from on-drug participants mixed in with everything else.
Now
Sees on-drug dosing questions marked urgent on a 4-hour clock, with Table 6-3 already cited in the draft.
LO
Lena OrtizClinical scientist · FAQ editor
Clinical scientist
Before
Finds out an FAQ answer is out of date when a site acts on it.
Now
Edits drafts, keeps the study FAQ current, confirms which answers to retire after an amendment and reviews clarification letters — she cannot sign.
SP
Sam PatelStudy manager
Study manager
Before
Learns which criteria confuse sites from the deviation log, after the fact.
Now
Sees reply times, questions by topic, eligibility deviations per 100 participants and which sites ask about what — and can reassign questions.
DO
Dana OkaforTMF lead
TMF lead
Before
Chases signed medical monitor decisions out of email threads to file them.
Now
Reads the decision log — every decision with signer, time, protocol version and TMF status — and exports it for the TMF.
Built on the engine

7 agents. Each with one job, and hard limits.

Seven specialist agents read, sort, look up, compare, draft, guard and file every question; the medical monitor decides and signs.

Inquiry Reader

Reads each site question and its attachments; pulls out participant number, lab values with units and × ULN, dates and medicines, and flags any request for an exception.

  • Keeps participant numbers only — names are removed
  • Marks every exception request
  • Never guesses a missing lab value — asks the site
Topic Classifier

Sorts the question by topic and protocol section (I-3, E-11, 6.4 …), sets urgency and starts the right clock.

  • On-drug dosing questions are always urgent
Protocol Navigator

Finds the exact passages in the current protocol, amendments, clarification letters, Investigator’s Brochure and manuals.

  • Cites only the current approved version
  • Shows superseded text only as out of date
Consistency Checker

Compares the case with every signed earlier answer on the same criterion and marks each consistent, conflicting or out of date.

  • A conflict always stops the draft until a person looks
Reply Drafter

Writes a criterion-by-criterion decision and a plain reply to the site; every sentence carries its citation.

  • No sentence without a source
  • No medical advice beyond the protocol
Exception Guard

Checks the draft: no eligibility exceptions, no advice beyond the protocol, safety reporting reminders when a hospital stay is mentioned.

  • Eligibility exceptions are never granted
  • Safety reminders cannot be removed
FAQ & TMF Publisher

After the signature: sends the reply, writes the decision log, files in the TMF and publishes a de-identified FAQ entry.

  • Nothing is sent before a signature
  • FAQ entries never carry participant numbers
Medical monitor

Decides and signs. The agents propose; a named person decides.

Ask in plain words

Ask it anything about the protocol, in plain words

It answers from the protocol, amendments, clarification letters, the Investigator’s Brochure and every signed answer in the decision log — always with the passage.

Which questions need me today?

Three drafts are waiting for your signature, soonest clock first. MI-0417 also carries an exception request — the draft states that the protocol does not allow exceptions.

Has anyone asked about indeterminate TB tests before?

Yes — exclusion 9 is the most-asked criterion in VLT-302: 14 questions in 30 days. The standard answer: repeat the IGRA once within screening, at least 7 days after the first sample, at the central laboratory. MI-0371 told Site 602 to repeat locally; it was corrected on 4 Sep.

Can the site ask for an exception?

No. The protocol states that the sponsor does not grant exceptions to eligibility criteria. The Exception Guard flags every request, and the reply always offers the route the protocol does allow — usually re-screening.

Add a rule: send every dose-hold question to the safety physician first

Done. Any question about holding or reducing a dose goes to the safety physician, Dr. Anil Mehta, before the medical monitor signs. It applies to both studies from now on, uses the urgent 4-hour clock, and is on the audit trail.

Every screen

The working solution, as it ships.

13 screens from the working solution, on its sample data. Pick one to see it large.

HomeDrafts to sign, clocks due, the hot-spot map of where sites are asking, and the answers that need a second look.
A question arrivesA new question from Site 207 read, sorted to E-12 and drafted in 19 seconds, waiting for the medical monitor.
Every site questionEach question with its topic, protocol section, clock, progress, medical monitor and status.
The question and the draftThe site’s message with the facts highlighted, the decision by criterion, the exception flag and the cited reply.
How the draft was builtSix agents in order, with what each one found — 41 seconds for MI-0417.
The passage behind a citationProtocol v3.0, exclusion criterion 11, page 48 — the current version, with the limit highlighted.
Same question, answered beforeEarlier signed answers on the same criteria, marked consistent or out of date after Amendment 2.
Sign and sendSigner, meaning of signature and password; filed in the TMF always, FAQ by choice.
The study FAQSigned answers without participant numbers, searchable by every site — and the out-of-date one ready to retire.
The decision logEvery signed decision with criterion, signer, protocol version and TMF status, ready to export.
A clarification letterThe most common questions on one criterion answered for every investigator — it explains, and does not change, the protocol.
The dashboardMedian time to reply, questions by topic, eligibility deviations per 100 participants and who asks about what.
Your study’s rulesResponse clocks, who signs, the backup signer and the rules the agents follow.
Governance

Built for regulated work: cited, signed, filed.

Every rule cites the current versionEvery sentence that states a rule carries a citation to the current approved protocol, amendment or clarification letter. Superseded text is shown only as out of date.
No eligibility exceptions, everThe Exception Guard marks every exception request and rejects wording that could read as a waiver. The rule cannot be turned off; the reply offers the route the protocol allows.
Only a physician signsOnly a physician with the medical monitor role can sign a medical decision. The signature records the signer, the time and its meaning — “Approved as medical monitor response”. Nothing is sent before it.
Consistent with every earlier answerEach draft is compared with every signed answer on the same criterion, including answers given before the latest amendment. A conflict stops the draft until a person looks.
Participant numbers stay in the study teamNames are removed when a question is read. FAQ entries are published only after a signature, with participant numbers and dates removed.
Filed in the TMF, every timeEvery signed decision goes to the decision log and the TMF with signer, time, meaning of signature and protocol version — a rule that cannot be turned off. Every change to the agents’ rules goes to the audit trail.
Configuration

Your study’s rules, not ours

Clocks, who signs, and the rules the agents follow are settings, set per study.

SettingDefaultChoose from
Urgent dosing and safety clock4 h1 · 2 · 4 · 6 · 8 h
Eligibility clock24 h8 · 12 · 24 · 48 h
Everything else72 h24 · 48 · 72 · 120 h
Who signs for VLT-302Dr. Maya ChenDr. Maya Chen · Dr. Anil Mehta (a physician with the medical monitor role)
Backup when the signer is awayDr. Anil Mehta — takes urgent questions after 2 hours without a replyDr. Anil Mehta · Dr. Omar Haddad
Suggest a clarification letter when a criterion reaches10 questions in 30 days5 · 6 · 8 · 10 · 12 · 15 · 20
Who can read the FAQAll sites in the studyAll sites in the study · Sites in the same country · Study team only
After a protocol amendmentFlag them and ask Lena Ortiz to confirmFlag them and ask Lena Ortiz to confirm · Retire them automatically
Connections

Works with the channels and documents you already use

Site portalquestions in, signed answers and the study FAQ out
Study mailboxquestions sent by email, with attachments
Phone questionslogged by the study team and drafted like the rest
Study documentsprotocol, amendments, clarification letters, Investigator’s Brochure, manuals
Central laboratory reference rangeslab values normalised to units and × ULN
Your TMFevery signed decision filed, the decision log exported
What it changes

The difference, in numbers.

Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.

target
3.1h
median reply to a site question
By email2.4 days
With agents≈ 3 h
target
100%
of signed answers consistent with earlier answers
7 conflicts caught before sending
target
35%
fewer eligibility deviations per 100 participants
Before6.0 per 100
Target3.9 per 100

“demo” = seen in the working solution, on its sample study data · “target” = the design goal, measured in the live solution · “estimated” = our estimate · “typical” = published figures (Tufts CSDD — ≈ 119 deviations per Phase 3 protocol). Context: FDA draft guidance on protocol deviations (Dec 2024) · ICH E6(R3). People, companies and products named on this page are fictional — characters and sample data in the working solution.

Questions

What medical monitors and study teams ask us.

What is a medical monitor inquiry assistant?

Software that takes a site’s question on eligibility, dosing, medicines or visits, finds the protocol text that answers it, and drafts a cited reply for the medical monitor to sign. This one uses seven agents to read the question, sort it by protocol section, find the passages, compare earlier answers, draft, check the wording, and file and publish after the signature.

How does it keep answers consistent across sites?

The Consistency Checker compares every draft with each signed answer on the same criterion and marks it consistent, conflicting or out of date. A conflict stops the draft until a person looks, and after an amendment it flags published answers that cite changed text.

Can it grant an eligibility exception?

No. The Exception Guard marks every exception request and rejects any wording that could be read as a waiver; the rule cannot be turned off. The reply says plainly that exceptions are not possible and offers the route the protocol allows, such as re-screening.

Does the medical monitor stay in control?

Yes. The agents draft; only a physician with the medical monitor role can sign a medical decision, and nothing is sent to the site before the signature. The monitor can edit the reply, make it shorter, ask the site for more information or reassign the question.

Which documents does it answer from?

The current protocol and its amendments, clarification letters, the Investigator’s Brochure, study manuals and every signed answer in the decision log. It cites only the current approved version and shows superseded text only as out of date.

How are decisions filed in the TMF?

After the signature, the FAQ & TMF Publisher sends the reply, adds the decision to the log with signer, time, meaning of signature and protocol version, and files it in the TMF. The decision log can be exported for the TMF as one PDF per study.

Can we set our own response clocks and signers?

Yes. The clocks for urgent dosing and safety, eligibility and everything else, who signs for each study, the backup signer, the clarification-letter threshold, who can read the FAQ and what happens after an amendment are all settings.

How long does it take to go live?

The Agentic Solution Engine builds and deploys it from your requirements — your protocol, amendments, clarification letters and a sample of past site questions — and it goes live once every quality gate has passed. We will walk you through it on your own study first.

See it on
your protocol.

We’ll run the Medical Monitor Inquiry Assistant on your protocol and a sample of your past site questions.