Clinical Trial Stakeholder Update Form

Clinical trials demand rigorous reporting and transparent communication with stakeholders, sponsors, and oversight bodies. This Clinical Trial Stakeholder Update Form streamlines the process of collecting and sharing critical trial data—including patient enrollment numbers, adverse event reports, regulatory milestone status, and timeline progress—in a structured, compliant format.

Designed for clinical research coordinators, principal investigators, contract research organizations (CROs), and pharmaceutical companies, this template ensures stakeholders receive timely, accurate updates without the back-and-forth of email chains or fragmented spreadsheets. Whether you're managing Phase I–IV trials, multi-site studies, or investigator-initiated research, this form keeps everyone aligned on what's happening, what's at risk, and what's next.

Paperform's conditional logic adapts the form based on trial phase, site, and milestone type, while calculation fields automatically compute enrollment rates, dropout percentages, and days to key milestones. You can embed the form in secure portals, send it on a recurring schedule, or trigger it via Stepper workflows after specific trial events. Submissions can route to CRMs, project management tools like Asana or Monday, or directly into your clinical trial management system (CTMS) via webhooks and integrations.

For teams managing sensitive health data, Paperform is SOC 2 Type II compliant and GDPR-ready, with data residency controls and role-based permissions to protect patient privacy and meet sponsor requirements. AI Insights can help summarize trends across multiple update cycles, flagging patterns in adverse events or enrollment slowdowns that warrant immediate attention.

Whether you're updating a Data Safety Monitoring Board (DSMB), pharmaceutical sponsor, or ethics committee, this template transforms complex trial data into clear, executive-ready stakeholder updates—so you can focus on advancing science, not chasing down reporting formats.