We built a patient recruitment platform on Airtable that runs the whole path from first click to medical records, with AI built into every step to bring down recruitment costs and keep studies sustainable, even with complex protocols.
Every step that used to wait on a coordinator now happens on its own, and every step is measured.
Receives leadsLeads from every ad platform and landing page land in one Airtable system, instantly.AI pre-screens against protocol criteria
Sends SMS & email automaticallyPatients hear back in minutes, with follow-ups that keep going until they respond.AI writes and times each message
Requests records authorizationThe patient receives an authorization to release medical records and signs it online.AI chases incomplete steps
Requests records from providersRecords requests go out to the patient’s providers automatically, and responses are tracked.AI reviews returned records
Why AI in every step
Lower recruitment costs. Sustainable studies.
Protocols keep getting more complex, and every manual handoff adds cost and delay. Putting AI into each step means fewer patients lost between steps, less coordinator time per enrollment, and a recruitment cost a study can sustain.
One system from ad click to records, not five disconnected tools
Patients contacted in minutes, not days
Coordinators spend time with patients, not chasing paperwork
Cost per qualified patient visible at every stage
Therapeutic experience
Studies we’ve recruited for
CNS studiesVaccine studiesObesityCardiacand many more
What clients say
“I had the pleasure of working with Shishir Kumar, and I can confidently say that his dedication and expertise were instrumental in driving our business to new heights. Shishir has an exceptional ability to look beyond the surface — he doesn’t just focus on the content of an ad, but meticulously analyzes the numbers to ensure every strategy is effective. This data-driven mindset, combined with his creative problem-solving skills, allowed him to develop cross-system workflows that boosted efficiency across the board.
Shishir’s technical expertise, especially in digital marketing, was a significant factor in our business growth, helping us scale to 8 figures. He communicates clearly and effectively, always ensuring everyone is on the same page. He is a true team player, ready to dive into challenges and make a positive impact wherever needed. Shishir genuinely cares about those he works with, and I have no doubt he will be an asset to any organization he works with.”
David RodinCEO, Upsite Clinical
“Great team to work with. Acted as a bridge between Patient Recruitment and Technology.”
Mark I. WeinbergerCEO, IMA Research (Part of IMA Group)
David RodinCEO, Upsite Clinical
Mark I. WeinbergerCEO, IMA Research (Part of IMA Group)