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Investigator Agreement (Clinical Trial)

Draft Clinical Trial Investigator Agreements in Minutes

18 minutes with CaseMark

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Workflow

Investigator Agreement (Clinical Trial)

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Workflow

Investigator Agreement (Clinical Trial)

Overview

Drafting investigator agreements for clinical trials is a complex, time-intensive process requiring deep knowledge of GCP regulations, FDA requirements, and IRB protocols. Attorneys spend hours ensuring every regulatory obligation is properly documented while coordinating details between sponsors, investigators, and institutions. Manual drafting increases the risk of missing critical compliance provisions that could jeopardize the entire trial.

Clinical trial investigator agreements require intricate knowledge of FDA regulations, ICH-GCP standards, institutional policies, and complex liability provisions. Manually drafting these agreements takes 12+ hours of attorney time, coordinating multiple regulatory frameworks while balancing sponsor needs against institutional requirements and investigator academic freedom.

CaseMark automates investigator agreement drafting by analyzing your protocol, institutional requirements, and regulatory framework to generate comprehensive, FDA-compliant contracts in minutes. Our AI incorporates 21 CFR compliance, ICH-GCP requirements, fair market value provisions, and institution-specific policies into ready-to-negotiate agreements.

How it works

  1. 1. Upload your documents

  2. 2. AI analyzes and extracts key information

  3. 3. Review and customize the generated content

  4. 4. Export in your preferred format (DOCX, PDF)

What you get

  • Parties and Recitals

  • Protocol Reference

  • Investigator Obligations

  • Conduct of Study (GCP Compliance)

  • IRB Approval Requirements

  • Informed Consent Procedures

  • Recordkeeping and Reporting

  • Confidentiality Provisions

  • Publication Rights

  • Compensation Terms

  • Signature Blocks

What it handles

  • Parties and Recitals

  • Protocol Reference

  • Investigator Obligations

  • Conduct of Study (GCP Compliance)

  • IRB Approval Requirements

  • Informed Consent Procedures

  • Recordkeeping and Reporting

  • Confidentiality Provisions

  • Publication Rights

  • Compensation Terms

  • Signature Blocks

Required documents

  • Clinical Trial Protocol

    Complete study protocol including protocol number, version date, investigational product details, study design, endpoints, and inclusion/exclusion criteria

    .pdf, .docx

  • Sponsor Information

    Sponsor legal name, organizational type, contact information, and any CRO involvement details

    .pdf, .docx, .txt

  • Institution Details

    Institution legal name, type (academic/community/private), location, governing law jurisdiction, and contracting authority

    .pdf, .docx

Supporting documents

  • Investigator's Brochure

    Current investigator's brochure containing safety information and product details for regulatory compliance provisions

    .pdf

  • Institutional Template

    Institution's preferred investigator agreement template or previous agreements showing mandatory provisions and policies

    .pdf, .docx

  • Budget Proposal

    Detailed budget showing per-subject payments, per-procedure costs, and reimbursable expenses

    .pdf, .xlsx, .docx

  • IRB Correspondence

    Previous IRB submissions, approval letters, or institutional IRB policies and requirements

    .pdf, .docx

  • Principal Investigator CV

    Investigator's curriculum vitae showing qualifications, specialty, certifications, and research experience

    .pdf, .docx

  • Study Team List

    List of sub-investigators, coordinators, and other study personnel with their roles and qualifications

    .pdf, .xlsx, .docx

Why teams use it

Generate GCP-compliant investigator agreements in under 15 minutes

Ensure all FDA and regulatory requirements are properly documented

Automatically incorporate protocol-specific details and obligations

Reduce compliance risk with standardized regulatory language

Maintain consistency across multiple investigator agreements for multi-site trials

Questions

What regulatory requirements does the investigator agreement cover?

The agreement incorporates comprehensive FDA compliance under 21 CFR Parts 50 (informed consent), 56 (IRB requirements), and 312 (IND regulations for drugs/biologics) or Part 812 (IDE for devices). It also implements ICH Good Clinical Practice E6(R2) standards, HIPAA privacy protections, financial disclosure requirements under 21 CFR Part 54, and applicable state laws governing human subjects research. All regulatory obligations are translated into specific, enforceable contractual duties.

How does the agreement handle institutional requirements and templates?

CaseMark analyzes any institutional templates or previous agreements you provide to identify mandatory provisions, non-negotiable policies on indemnification and liability, institutional payment processing requirements, and unique compliance obligations. The system adapts the agreement structure for academic medical centers (which typically prohibit indemnifying sponsors), community hospitals, or private research sites, ensuring compatibility with institutional policies while protecting sponsor interests.

What provisions protect the sponsor's intellectual property and confidential information?

The agreement includes comprehensive confidentiality provisions protecting the protocol, investigator's brochure, study data, and proprietary information, with appropriate exceptions for IRB submissions and regulatory disclosures. Data ownership clauses establish the sponsor's exclusive rights to all study data, results, and discoveries. Publication provisions balance the investigator's academic freedom with the sponsor's rights to review manuscripts, request confidential information removal, and delay publication to file patent applications.

How are payment terms structured to ensure fair market value compliance?

The agreement includes detailed budget exhibits itemizing compensation for each protocol activity (screening, visits, procedures, adverse event management) with amounts based on time, effort, complexity, and market rates. All payments include representations that they constitute fair market value for services provided and are not intended to induce prescribing or purchasing. The structure ensures compliance with the Anti-Kickback Statute, state laws, and institutional policies, with appropriate financial disclosure requirements under 21 CFR Part 54.

What happens if the study needs to be terminated early?

The agreement provides comprehensive termination provisions including the sponsor's right to terminate for convenience with 30-60 days' notice or immediately for cause (protocol violations, regulatory non-compliance, loss of IRB approval). It details wind-down obligations including subject notification, completion of enrolled subjects when feasible, final data submission, investigational product return, and confidential information destruction. Payment provisions ensure compensation for completed work and reasonable wind-down costs while protecting enrolled subjects' safety and welfare.

How does the agreement allocate liability between the sponsor and investigator?

The agreement includes sophisticated indemnification provisions where the sponsor indemnifies for product-related claims (design defects, manufacturing issues, product liability) while the investigator or institution covers claims arising from negligence, protocol deviations, or regulatory non-compliance. For academic institutions that cannot provide indemnification, the agreement relies on professional liability insurance. Insurance requirements specify minimum coverage amounts, and detailed claim procedures ensure proper coordination between parties and their insurers.

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