Patient Outreach & Matching Engine
Prescreens and engages candidates automatically, and checks anyone who doesn't qualify for one study against your full portfolio of active trials instead of just letting them go.
MA Technologies LLC — What we build
Every capability we bring to clinical research
A set of specific problems we've built specific answers for — each one designed to connect with the rest instead of sitting apart.
Not a menu of disconnected tools. A single system where recruitment, operations, governance, and document work talk to each other.
One operating layer — every capability connected
01 — Capability set
Recruitment & Engagement
Find, reach, and hold the people a study needs — from first contact through completion.
Patient Relationship Management (PRM)
One record for every participant, from first contact through study completion, so nothing gets lost between touchpoints or teams.
Digital Patient Engagement
Keeps participants informed and connected throughout the study, not just during recruitment, with updates and reminders that go out automatically.
02 — Capability set
Recruitment Intelligence
Turn the recruitment data you already collect into live funnel visibility, forecasts, and targeted action.
Cross-Trial Matching Logic
Every screen fail is checked against the network's active trial portfolio, not just the study it came from. About 1 in 3 find a match elsewhere instead of disappearing from the funnel.
Eligibility Scoring Engine
Runs candidates against protocol criteria automatically and ranks fit, so coordinators start with the strongest matches instead of working a flat, unordered list.
Outreach Execution Layer
Handles call, SMS, and email sequencing as asynchronous jobs with status tracking, so outreach volume scales without a coordinator manually dialing down a list.
Consent & Communication Log
Every candidate touchpoint — call, message, form — is recorded against a single participant record, so there's a complete history of contact, not a scattered trail across systems.
Recruitment Visibility Dashboard
Role-scoped views by site, study, or network, so a coordinator sees their queue, a director sees their sites, and a sponsor sees only what they're meant to.
Human Review on Matches
Every AI-suggested match stays a suggestion until a coordinator confirms it. Nothing gets auto-enrolled — the system surfaces the option, a person makes the call.
03 — Capability set
Systems & Operations
Connect the systems your team already lives in, and take the repetitive work off their plate.
CRM Enhancement
Real-time visibility across every site, built around how your team actually works instead of a generic template you have to adapt to.
CTMS Integration
Connects CRIO, RealTime, Advarra, and your CRM, so information gets entered once and shows up everywhere it's needed.
Workflow Automation
Takes the repetitive parts of daily operations off your team's plate, so time goes toward the work that actually needs a person.
Site Visit Flow Optimization
Plans and manages the sequence of site visits, keeping schedules realistic and coordinators from getting buried.
Study & Contract Budgeting
Builds and tracks budgets against protocol requirements, so sponsor questions take a day to answer instead of weeks.
04 — Capability set
AI Compliance & Governance
Governance, validation, and audit trails — built in from the first line of code, not bolted on later.
AI Strategy & Compliance
Governance, validation, and audit trails, built in from the first line of code, not bolted on once something's already live.
Protocol Intelligence
Reviews and analyzes study protocols in minutes, flagging complexity and hidden burden before it slows everyone down.
Document AI
Generates, organizes, and searches SOPs, reports, and study documentation, so nothing's buried in a folder nobody can find.
Operations Copilot
Surfaces compliance guidance and operational insight across the tasks your team is already doing, without adding a new tool to check.
05 — Capability set
Platform Foundation
The infrastructure underneath everything above — what makes "compliant by design" a specific, inspectable claim instead of a slogan.
Study Workspace
Organization, client, project, study, and location hierarchy, so every piece of work happens inside a protocol-bound context rather than an open-ended chat window.
Skills Registry
Prompt, code, and hybrid skills with metadata, lifecycle states, visibility controls, lineage, and retained versions. Workflows become managed assets, not personal prompts someone saved to their desktop.
Execution Engine
Asynchronous jobs with status tracking, timeout handling, and collected outputs, so long-running document work runs reliably instead of getting retried by hand.
File Ingestion
PDFs, DOCX, XLSX, and other source documents upload directly to secured storage and get extracted for use — no email chains, no desktop handoffs.
Artifact Generation
Word, Excel, PowerPoint, PDF, and schema-versioned JSON produced from a single run — deliverables people can use and structured results systems can read.
Human Review
Every AI output stays a draft. Reviewer and timestamp fields, blocked QA states, and clear AI-draft labeling keep a person accountable for what leaves the system.
Audit Logging
Invocations, administrative actions, and internal data access are all recorded, so you can reconstruct exactly how a given document came to exist.
Role-Based Access
Sponsor, site, and internal roles with scoped visibility across clients, studies, and locations, including what your own internal staff can see.
Deployment Portability
Designed to run inside your boundary, with configurable data controls and PHI-minimization built in, rather than a single shared tenant you can't inspect.
06 — Capability set
Custom AI Skills
For teams running multiple engagements at once — each Skill carries its own audit trail: what it reviewed, what it flagged, and why. Defensible, not just done.
Contracting & Budgeting Skill
Reviews and drafts contracts and budgets against protocol and sponsor terms, flagging gaps before they become disputes.
Inclusion/Exclusion Skill
Checks candidate eligibility against protocol criteria automatically, instead of manual line-by-line review.
Protocol Review & QA Skill
Reads study protocols and flags inconsistencies, missing sections, or non-standard language before submission.
07 — Capability set
Marketing & Outreach
Research-focused digital marketing that supports patient recruitment and site visibility — without adding to your internal workload.
Marketing & Outreach
Research-focused digital marketing and content strategy that supports patient recruitment and site visibility, without adding to your internal workload.
Where to start
Start with the workflow you're least confident about
That's usually where we begin. Every capability above connects to the others, so you're never buying a point solution.
Designed to support regulated AI workflows through human review, versioned skills, role-based access, traceable execution, and configurable data controls. Compliance depends on validated implementation, customer configuration, operating procedures, contractual safeguards, and the intended use of each deployment.