Bond Health vs Trially

Why do sites choose Bond over Trially?

• One workflow from chart to consent. Bond screens the EHR, runs voice and SMS outreach and supports informed consent in one platform, with a real-time dashboard and audit trail from first match to signed consent. Its Consent support explains the consent form in plain language, answers patient questions and escalates to staff, while the site and PI obtain consent.^⁠[4] Informed consent support is not publicly documented in Trially's materials (September 2026).^{⁠[1],[3],[5]}
• Agents that start from the chart. Bond's voice agents start from what Identify found, so they skip questions the chart already answers, can explain why the patient was contacted, and can pre-screen and book a visit in one conversation. Conversations run in the patient's language, including English, Spanish and Mandarin, and can switch languages mid-call.^⁠[6] Patients are told AI is used and can reach a person at any time, by live transfer to a coordinator or a callback, whichever the site prefers.^⁠[4],[6]
• Support after enrollment. The same voice and SMS agents send visit reminders, book transportation, collect symptoms and diaries, run side-effect check-ins and flag participants at risk of dropping out, and Bond keeps improving outreach messaging until study close-out.^⁠[6]
• No integration fee. Bond charges a volume-based platform fee plus a success fee per randomized patient, with no integration fee.^⁠[4],[6] Trially described a monthly subscription, varying with site size and integration needs, in a March 2025 blog post.^⁠[7] See pricing.
• A method you can check. Bond's matching method is written up in a technical report with results on public benchmarks, including 0.9312 micro F1 on the held-out n2c2 2018 cohort-selection task. The report is an August 2026 preprint, available on request.^⁠[8]
• Ads when you need more patients. For studies that need patients beyond your records, Bond sets up Meta and Google ad campaigns, and those leads flow into the same pre-screening and scheduling as EHR matches.^⁠[6]

How do Bond and Trially compare, capability by capability?

Both products read structured and unstructured EHR data and explain each match.^{⁠[4],[2],[10]} Bond then keeps the patient in one platform through outreach, pre-screening, scheduling and consent support, and ties its success fee to randomized patients.^⁠[4]

Can Bond do what Trially is known for?

Here is how Bond handles each strength that Trially's materials highlight.

• EHR scoring with a rationale. Trially Match scores patients on how closely they meet a protocol's criteria and gives a rationale for each match.^⁠[10] Bond's Identify ranks patient matches and shows the chart evidence behind each criterion decision, reading clinical notes, prescriptions and lab results at 10,000+ charts per hour.^⁠[4] It also uses imaging data and other unstructured documents, including pathology, radiology and molecular reports.^⁠[6]
• Margo's outreach, reminders and email. Margo contacts patients by voice call, text and email, pre-screens them, schedules visits and sends reminders.^⁠[3] Bond's Engage agents contact patients by voice and SMS/text, pre-screen them and book screening visits.^⁠[4] Because they start from what Identify found in the chart, they skip questions the chart already answers and can explain why the patient was contacted. They transfer calls live to a coordinator when the site wants that, switch languages mid-call, and send reminders by text, voice or email.^⁠[6]
• A CRIO partnership. CRIO announced Trially as a certified API partner in September 2024.^⁠[15] Bond is a CRIO Certified Partner, listed by CRIO under Patient Acquisition & Retention.^⁠[4] See Bond's CRIO integration.
• Connectors to many EHRs. Trially's FAQ names Epic, athenahealth, Oracle Health/Cerner, eClinicalWorks, NextGen and more.^⁠[13] Bond connects to all the major EHRs, including Epic, Oracle Health (Cerner), MEDITECH, athenahealth, eClinicalWorks, NextGen, Veradigm and OncoEMR, and its implementation team handles the integration end to end, with no integration fee.^⁠[4],[6]
• Feasibility analytics. Trially Intelligence offers feasibility analytics and sponsor-ready eligibility counts.^⁠[12] Bond runs feasibility from the same EHR screening that finds patients, giving eligible-patient counts for a protocol backed by the chart evidence behind each match, with network-wide standardization and consistent metrics across sites.^⁠[4],[6]

Bond also helps with your IRB submission. Each outreach script is configured per site and study from the wording your IRB approved, and the free IRB submission language template gives model protocol paragraphs for AI-assisted pre-screening, voice and SMS outreach, data security and consent support.^⁠[4]

What evidence does Bond publish?

Bond puts three kinds of evidence in front of buyers: the figures on its website, a technical report with benchmark results on public datasets, and its security and compliance record.

Published figures. Bond's website reports 90%+ matching accuracy, 50%+ less chart review, a 3x contact rate, 90%+ completion for consent support and up to 3x faster enrollment than manual recruitment.^⁠[4]

Technical report. Bond's report describes its matching method and tests it on public datasets. It reports 0.9312 micro F1 on the held-out n2c2 2018 cohort-selection benchmark, and nDCG@10 gains of 0.1315 on TREC 2021 and 0.1316 on TREC 2022 over TrialGPT's criterion-count ranking component. Its terminology graph of 3,270,078 nodes from 18 biomedical sources resolves an exact multi-token concept in 82.0% of 51,055 ClinicalTrials.gov criteria, against 5.7% for ICD-10-CM alone, and every model decision carries provenance-tagged evidence. The report is an August 2026 preprint that has not been peer reviewed, and it is available on request.^⁠[8]

Security and compliance. Bond is HIPAA compliant and SOC 2 Type I compliant, and its SOC 2 Type II and ISO 27001 audits are underway.^⁠[6] Its public Trust Center lists 73 HIPAA Security Rule controls across infrastructure security, organizational security, internal security procedures, and data and privacy, monitored continuously by Vanta. They include encryption of ePHI, access controls, automatic log-off, log-in monitoring, backups, disaster recovery and contingency plans, and a named HIPAA security officer.^⁠[9] Bond also signs BAAs and runs penetration testing and employee security training; the security page has the details.^⁠[4]

How can you test Bond against Trially on your own data?

Each company's figures come from its own methods and data, so the clearest comparison is a head-to-head pilot, and Bond welcomes one. Give both vendors the same protocol and the same patient list under a business associate agreement, then compare the results side by side.

1. 1

   Use one protocol and one patient list

   Pick a closed study where coordinators know who enrolled, who screen-failed and why, and give both vendors the same protocol and records.

2. 2

   Compare evidence quality

   Ask for the chart evidence behind each criterion decision, then adjudicate a stratified sample of clear matches, clear exclusions and borderline cases, so easy cases do not hide errors in hard ones.

3. 3

   Compare contact rate

   Run outreach from your own approved script and count how many patients each vendor reaches. Listen to calls, read texts, and check how opt-outs and requests for a human are handled.

4. 4

   Compare time to first visit

   Track the days from match to a booked screening visit for each vendor.

5. 5

   Compare cost per randomized patient

   Add up every fee, divide by randomized patients, and check the BAA, audit logging and who does the IT work.

A Bond pilot can also start before EHR integration, running outreach, pre-screening and scheduling on a list you already have, such as ad leads, referrals or registry contacts.^⁠[4] The AI recruitment vendor evaluation checklist turns these steps into vendor questions, and the recruitment software comparison covers other tools in the category.

How was this comparison made?

Bond Health wrote this page in September 2026. Statements about Trially come only from public sources accessed that month: Trially's website, solution pages, FAQ and blog, and CRIO's partner announcement. Statements about Bond come from Bond's website, public Trust Center, product information, an April 2026 ACRP chapter presentation and Bond's technical report. We used no private or internal information about Trially. Where Trially's materials are silent on a capability, we say it is not publicly documented rather than guess. Trially® is a trademark of Trially Inc. Bond Health is not affiliated with or endorsed by Trially.