Case Study: Elevate Baby doubles lead conversions and boosts staff efficiency 30% with Filevine

How Elevate Baby streamlines work to improve donor and intended parent experience with Filevine

Elevate Baby, a Beverly Hills–based donor and surrogacy agency, needed to scale its concierge-level client service while staying HIPAA-compliant. As their team grew, client data lived in silos, leads were unorganized, and document creation was manual and slow. To solve these challenges they turned to Filevine, using Filevine’s platform and add-ons like Lead Docket, DocGen, and Vinesign to modernize case and document workflows.

Filevine centralized case management so any team member can access full client records, enabled automated lead processing with Lead Docket, and sped HIPAA-compliant document generation and e-signatures via DocGen and Vinesign. The result: staff efficiency increased by 30%, lead conversions doubled (100% increase), faster communication and more client signups, and the ability to scale volume without adding headcount—delivering better oversight and sustained productivity for Elevate Baby.

Elevate Baby