Skip to content
clinical-trial-agreement logo

Clinical Trial Agreement

clinical-trial-agreement

Drafts U.S. clinical trial agreements governing sponsor–site–investigator relationships under FDA rules (21 CFR Parts 50, 56, 312) and ICH-GCP E6(R2). Use when drafting or negotiating CTAs, sponsor research agreements, or protocol-specific contracts for investigational drugs, devices, or biologics.

CaseMark/skills0installs44stars

SKILL.md

Full skill instructions

Clinical Trial Agreement

Draft a protocol-specific CTA governing study conduct, compliance, data rights, payments, and risk allocation.

Quick Start

Gather before drafting:

  1. Final or near-final protocol (number, version, phase, endpoints, schedule of events)
  2. Investigator Brochure or device manual with current safety profile
  3. Draft budget with FMV rationale and payment schedule
  4. Site policies on contracting, IP, publication, and indemnification
  5. Regulatory status: IND/​IDE holder, IRB process, DSMB plan if any

Intake

Complete and confirm all fields before drafting.

FieldReqNotes
Sponsor name/​addressYInclude parent or funding affiliate
Institution name/​addressYInclude hospital/​academic entity
Principal InvestigatorYNote if individual signature needed
Protocol title/​number/​versionYAttach as Exhibit A
Phase and designYRandomized, blinded, placebo, etc.
Site enrollment targetYMin, max, or good-faith estimate
IND/​IDE holder and numberYSponsor vs institution
Investigational productYDrug/​device/​biologic and comparators
Central lab and vendorsIf appl.Include data flows
Privacy modelYHIPAA auth vs waiver; de-ID plan
Insurance limitsYSponsor and institution coverage
Publication planYSingle-site vs multicenter
Governing law/​venueYState selection
Compensation modelYPer-subject, milestone, hybrid
Closeout and retentionYRecord retention period

Agreement Sections

SectionRequired Content
Parties and RecitalsAll parties; protocol reference; regulatory framework
DefinitionsStudy, Protocol, Investigational Product, AE/​SAE (21 CFR 312.32), GCP, Study Data, Confidential Information
Study ConductProtocol incorporation; amendment process; investigator independence; facilities/​staffing
Sponsor ObligationsProduct supply; training; monitoring; regulatory submissions; safety updates
Site/​Investigator ObligationsIRB approval; informed consent (21 CFR 50.27); records; protocol adherence; safety reporting
Data and RecordsSource data access; CRF completion; retention period
Budget and PaymentFMV structure; invoicing; screen failures; early withdrawals; withholding rights
Confidentiality and PrivacyExceptions; HIPAA (45 CFR Parts 160, 164); de-identification
IP and PublicationsData/​invention ownership; review windows; multicenter restrictions
Indemnification and InsuranceMutual indemnity; product liability; limits; additional insureds
Term and TerminationFor cause/​convenience; subject safety; wind-down; survival
Dispute ResolutionNegotiation → mediation → arbitration/​courts; injunctive relief
AdminNotices, assignment, amendment, severability, independent contractor

Compliance Checklist

  • IRB approval before study start and for amendments
  • Informed consent meets 21 CFR Part 50
  • IRB requirements per 21 CFR Part 56
  • IND/​IDE responsibilities per 21 CFR Part 312
  • SAE reporting timelines defined; sponsor notification within 24 hours
  • GCP reference to ICH E6(R2)
  • Record retention ≥ 2 years after FDA approval or discontinuation
  • HIPAA minimum necessary disclosure
  • Conflict disclosure and exclusion/​debarment status
  • Anti-kickback and Stark Law compliance for compensation

Risk Tailoring

  • High-risk product → higher insurance limits + enhanced safety monitoring
  • Vulnerable populations → explicit consent safeguards
  • Invasive procedures → explicit injury and compensation language

Exhibits

  • A: Protocol
  • B: Budget and payment schedule
  • C: Schedule of events/​procedures (if separate)

Pitfalls

  • Use exact protocol identifiers and dates — do not paraphrase protocol constraints.
  • Define AE/​SAE per 21 CFR 312.32. Mark [VERIFY] if deviating.
  • Never promise sponsor control over investigator medical judgment.
  • Keep publication review windows time-bounded (30–60 days).
  • Compensation must be FMV, not tied to outcomes or referrals.
  • If state law mandates clinical trial injury coverage, add state-specific language. [VERIFY] if unsure.
  • Preserve subject safety obligations post-termination (follow-up and reporting).

More skills from CaseMark

Creates structured operative notes with findings, technique, specimens, and estimated blood loss. Use when dictating operative reports, documenting surgical procedures, or recording intraoperative findings.

44 0
View
hipaa-privacy-notice logo
CaseMark/skills

hipaa-privacy-notice

Drafts a HIPAA-compliant Notice of Privacy Practices per 45 CFR § 164.520 for covered entities. Produces patient-accessible documents covering permitted PHI uses/disclosures, individual rights, breach notification, and complaint procedures. Use when drafting HIPAA privacy notices, NPP documents, ...

44 0
View
case-briefs logo
CaseMark/skills

case-briefs

Generates structured case briefs from judicial opinions. Use when the user provides a court opinion and needs a case brief, case summary, or distillation of a judicial decision for legal research.

44 0
View

Negotiates bespoke enterprise API addenda that override standard click-wrap terms for high-value partners. Covers document precedence, indemnification and liability caps, SLA/service-credit design, exclusivity, API versioning governance, data rights, and internal alignment. Triggers when user men...

44 0
View
aviation-law-summary logo
CaseMark/skills

aviation-law-summary

Produces structured aviation law summaries with Bluebook citations covering U.S. and international regulatory frameworks, treaties, and case law. Use when drafting an aviation law summary, FAA/DOT/TSA compliance overview, Montreal/Warsaw Convention liability analysis, air service agreement review...

44 0
View
appellate-formatting logo
CaseMark/skills

appellate-formatting

Generates appellate-filing-ready Tables of Contents, Tables of Authorities, and Certificates of Compliance under FRAP 32(g) and related rules. Produces defensible word-count calculations with transparent exclusions and anti-hallucination guardrails for pagination and citations. Covers federal cir...

44 0
View
transcription logo
CaseMark/skills

transcription

Transcribes audio and video files through case.dev with speaker diarization. Supports MP3, WAV, M4A, FLAC, OGG, WEBM, MP4 up to 5GB. Use when the user mentions "transcribe", "transcription", "deposition recording", "hearing audio", "speaker labels", or needs to convert audio/video to text.

44 0
View

Produces a structured, source-cited summary of U.S. employment disputes for HR and litigation review. Trigger when asked to summarize an employee dispute, employment litigation, HR investigation, EEOC/agency matter, discrimination, harassment, retaliation, wrongful termination, wage-hour dispute,...

44 0
View
auth-packet-summary logo
CaseMark/skills

auth-packet-summary

Validates and summarizes the four required authorization forms in a personal injury matter (retainer, HIPAA release, insurance authorization, employment record release). Confirms signatures, dates, scope, and completeness to determine readiness for the investigation phase. Use when reviewing clie...

44 0
View
cbp-binding-ruling logo
CaseMark/skills

cbp-binding-ruling

Drafts U.S. Customs and Border Protection binding ruling requests under 19 CFR Part 177 for tariff classification, valuation, origin, and marking determinations. Trigger when input mentions "binding ruling," "CBP ruling request," "19 CFR Part 177," "classification request," "HTSUS analysis," "tra...

44 0
View

Popular AI tools

Kaiber logo
Video

Kaiber

Generate, edit, and beat-sync AI video with leading models in one workspace.

Paid
View
Vimcal logo
Productivity

Vimcal

The world's fastest calendar for remote work

Free
View

Transform Your Design with AI Designer by ImgCreator.ai

Freemium
View
Akool AI logo
Content & writing

Akool AI

Revolutionizing Video Production with AI-Powered Creativity

Paid
View

Extend an image past the frame and let AI fill the new aspect ratio.

Freemium
View
StarByFace logo
Security

StarByFace

Discover your celebrity doppelgänger with StarByFace!

Free
View
C

ChainClarity explains 700+ crypto whitepapers in plain English, with layered summaries, comparisons, research tools, alerts, and a $4.99 Pro plan.

Freemium
View
Opus Clip logo
Coding & apps

Opus Clip

Opus.ai: Revolutionize Your Web Experience

Free
View