For fertility clinics: attach surrogacy contracts to files

Medical coordinators miss finalized surrogacy contracts when Contract Created Date is set manually, creating onboarding delays and compliance gaps. Attach signed PDFs to client records for compliance.

Overview

Fertility clinics risk onboarding delays and compliance gaps when finalized surrogacy contracts lag in client records. This workflow generates signed PDFs as soon as Contract Created Date is set and attaches them to the client file, eliminating missing documents and keeping audit trails complete. Clinics report faster onboarding and fewer missing attachments after implementing this pattern.

Notable Features

Create finalized contract PDFs
Attach PDFs to client records
Alert medical coordinators on completion