Partners - Track and Manage Your Company’s Partnerships

Partners List

The Partners list is a private list for you and your colleagues to track companies your organization has worked with — either in the past or currently — along with details about your history and contracts.

Only you and your team can view this list, and it’s a helpful tool to keep track of relationships across your organization.

You can easily add partners directly from the Partners page or while navigating the platform. Simply click the [check mark] icon on search results or watch list pages to add a partner.

Please note: it’s up to your team to keep this list current and accurate. Maintaining this list helps ensure everyone has a clear view of your company’s past and present partnerships.

To access this list: 

  1. Login to ClinEco. 
  2. Click your initials top right > My Dashboard. 
  3. Click Partners in the top navigation menu. 

To add a new partner:

  1. Click Add Partner in the top right corner.
  2. Choose Present on ClinEco to select an existing partner from the ClinEco community, or choose New Partner to add an external partner.
  3. Complete the required fields in the form and click Save.

This feature allows you and your colleagues to view and edit key partnership details, including:

  • Company Details: Information about the company and its activities with your organization. 
  • Relationship Status: The current partnership status, such as an MSA, active contract, or NDA in place.
  • Services: The company's focus on Clinical Trial Services & Technology.
  • Project/Study: Enter project or study details in the free text field to generate tags.
  • Added By: The name of the team member who added the company to ClinEco.
  • Internal Rating: The Average Internal Rating (AIR), visible only to you and your colleagues.
  • Detailed Insights: Click View Details for in-depth feedback and contact information for both your team and the partner company.

To see details on a specific Contracted Partner, click View Details on the right.

This will take you to the Partner Details page, where you can:

  • Add Partner and Internal Contacts
  • Assign a Rating to establish an Average Internal Rating (AIR) for the company
  • Add a Note
  • Upload a Document

By capturing this information in the ClinEco system, key contacts and institutional knowledge are preserved, even amidst staff turnover at your company or the partner company. This tool is designed to ensure valuable insights remain accessible over time.

You and your team can collaboratively build institutional knowledge by documenting key contacts on both sides of the relationship.

  • Partner Contact: Identify key contacts at the partner company. You can add multiple contacts as needed.
  • Internal Contact: List team members from your organization who have a history or relationship with the partner. Multiple contacts can be included.
  • Project/Study: Enter project or study details in the free text field to generate tags.

  • Average Internal Rating (AIR):
    • Optionally, assign a rating to the partner to help your team gauge the likelihood of recommending them.
    • The AIR is private and visible only to your team within your company dashboard, allowing you to share insights and historical context about the partner confidentially.