HR Support
Our HR consulting services are designed specifically for the fertility, surrogacy, and IVF industry. We help you stay compliant across all states while building strong, supported teams. Whether you need one-time guidance, a monthly retainer for ongoing compliance and employee relations, or à la carte services like offer letters, handbooks, and policy reviews, we provide the expertise and documentation to protect your business and support its growth. With flexible options—ranging from hourly consulting to comprehensive retainers—you can choose the level of support that fits your agency or law practice best
If you do not see what you need on this list, send us an email at info@thefertilitypathway.com with the platform you need assistance with and we will see if we can assist.
CRM Support Specialist | Clio & Monday.com Expert
We help surrogacy agencies and other fertility industry professionals streamline their operations with custom CRM solutions powered by Clio or Monday.com. Our services include end-to-end implementation, ongoing administration, and process optimization designed to fit your team’s unique workflows.
Whether you need a system built from scratch or improvements to your current setup, we provide the expertise to transform how you manage data, communicate with clients, and track performance—all in one organized, easy-to-use platform.
Agency Program Audit & Consulting
We provide specialized program audits and consulting services for surrogacy agencies and other fertility industry professionals seeking to strengthen their operational, ethical, and client service standards.
We specialize in helping elevate the quality, consistency, and ethical standards of your services—so you can confidently support the families and surrogates who trust you.
New York State Licensing Support
Navigating New York State licensing requirements can be complex. We simplify the process and guide you every step of the way.
We provide comprehensive, hands-on support to help surrogacy agencies successfully prepare and submit their New York State applications, ensuring nothing is missed and everything is compliant.
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Our services include:
- Getting you registered as a foreign LLC in New York State
- Step-by-step support through the licensing application process
- Review and preparation of all required documentation
- Compliance alignment with New York regulatory requirements
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Operational Clarity Support
Need other Operational Clarity support that isn't CRM focused? Our support packages are designed to help surrogacy agencies and fertility-focused professionals streamline their internal systems, strengthen team workflows, and reduce the friction that often comes with managing multiple tools and platforms. We go beyond basic setup by partnering with your team to organize, optimize, and document your systems—from task and project management to file storage, communication, and documentation processes.
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Whether you’re juggling multiple platforms, such as Microsoft Teams, Dropbox, Trello etc. or just getting started, we help you align your systems with the way your team actually works. From choosing the right tools, our goal is to help build a strong operational foundation that supports your growth and enhances consistency across your client experience. If you’re ready to bring structure and clarity to your day-to-day operations, we’re here to help you get there with confidence and ease.
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