Every capability, up close

Eight things, one record, no exports.

Each of these is a switch, not a separate product. They share one journey, one thread of communication and one audit trail — so turning a new one on adds a column to what you already have rather than a second place to look.

Chapter one

What your team sees

01 — JOURNEY TRACKING

Everyone can see where everyone is.

One shared twelve-phase spine carries every family from enquiry to handover. Rename the phases to match how your agency talks; the platform still understands the shape underneath, so nothing you configure breaks the reporting.

  • Every hand-off has an owner, so work never lands on nobody
  • A phase sitting longer than it should surfaces the morning it starts
  • Your own stage names, your own durations, one underlying spine
Journey trackinglive
Enq
Onb
Don
Emb
Tst
Mat
Leg
Med
Trf
Prg
Bir
Exi
The Adeyemi familyDAY 19
Match accepted — moving to legal

02 — SURROGATE MATCHING

From proposal to case, without re-typing.

Profiles go out, both sides answer in their own portal, and the moment there is a mutual yes the match becomes a live case — carrying its history with it. The decision is tracked rather than remembered, which matters when someone asks six months later how it was made.

  • Propose, present and record consent on both sides
  • The case opens pre-populated — no second entry of the same facts
  • Declined proposals stay on the record with their reason
Surrogate matchingcase 214
Intended parents

The Adeyemis

Surrogate

Daniela R.

Proposed

Both sides answer in their own portal.

03 — REPORTING & ACTIVITY

Where the time actually went.

The platform measures your own baselines from the first family, so the phase that quietly eats a month stops being a suspicion and becomes a number you can act on. Every action is in an audit trail — who did what, when, and what it changed.

  • Average days per phase, measured on your families — not ours
  • Who is carrying what, so load is visible before someone drowns
  • An audit trail you can hand to a client, a lawyer or an auditor
Reporting & activitylast 12 mo
Donor
Embryo
Testing
Matching
Legal
Medical
Matching · 58 days avgyour slowest phase
Chapter two

What the family sees

04 — INTENDED PARENT PORTAL

The family stops wondering.

They see where they are, what happens next and what they need to do — in their own language, under your agency's name. The quiet weeks stop feeling like nothing is happening, because the portal shows them that something is.

  • Your brand, your colours, your address — never ours
  • Four languages, so nobody reads their own journey in translation software
  • One primary action per screen — nothing to learn
Intended parent portaltheir view
Tu proceso

Fase 6 de 12 · Emparejamiento

52%

PRÓXIMA CITA

Transferencia de embrión

14 sept · 09:30 Bogotá

Consentimiento firmadoES

05 — CENTRALISED COMMUNICATION

Every message on the case, in their language.

Conversations live on the case record rather than in one coordinator's inbox, and they arrive in whichever language each person reads. When someone goes on leave, the thread goes with the family — not with the person.

  • Translated both ways, with the original always kept
  • Nothing lost to a private inbox or a WhatsApp group
  • A hand-over is reading the case, not interviewing a colleague
Centralised commscase thread

¿Cuándo es la próxima cita?

When is the next appointment?

AUTO-TRANSLATED · ES

On the case record — nothing lost to a private inbox.

06 — APPOINTMENTS & TRAVEL

The right time, in the right timezone.

Scans, transfers, consulate visits and trips sit on the journey with everything else, and each person reads them in their own timezone. An international journey has enough genuine complexity without adding arithmetic to it.

  • Clinic local time and the reader's local time, always both
  • Trips grouped with the appointments that caused them
  • Reminders that reach the family, not just the coordinator
Appointments & travel3 upcoming

14

Sep

Embryo transfer

Bogotá clinic · 07:30 your time

03

Nov

20-week scan

Bogotá clinic · 09:00 your time

next

19

Dec

Consulate appointment

US Embassy · 06:15 your time

Chapter three

The paperwork and the money

07 — DOCUMENTS & E-SIGNATURE

Nothing expires without warning.

Requested, uploaded, reviewed, signed and expiring — each document carries its own state and its own audience. A clearance that lapses two weeks before a transfer is the kind of thing that costs a cycle, so the platform raises it while it is still cheap to fix.

  • Signature built in — no third tool, no downloading and re-uploading
  • Expiry dates watched, and raised before they bite
  • Visible to exactly the people who should see it, and no one else
Documents & e-sign3 of 8
Gestational agreementRequested
Proof of insuranceExpires in 21 days
Medical clearanceSigned

Visible to exactly the people who should see it.

08 — PAYMENTS TRACKER

What's due, what landed, what they queried.

Milestone schedules sit against the journey, so a payment that has not arrived is visible next to the phase it is holding up. Money is tracked here and never processed here — we are not in the flow of your clients’ funds, and we do not want to be.

  • Fee schedules per journey, with what has landed marked off
  • A family's query recorded against the milestone it concerns
  • No escrow, no card handling, no custody of anyone's money
Payments trackerAdeyemi
Retainer$12,000landed
Match fee$8,500landed
Transfer milestone$14,000due
Birth milestone$18,000due

The honest part

What this deliberately does not do.

A shorter list than the one above, and a more useful one. Anything we cannot do properly, we would rather you heard from us than discovered in month three.

It does not hold anyone's money

Payments are tracked against milestones. Escrow, transfers and card handling stay with the people already licensed to do them.

It does not give medical or legal advice

It records what your clinicians and attorneys decide, and makes sure the right people know. It never substitutes for either.

It does not put our brand in front of your clients

The portal is yours end to end. Your clients never learn our name, and we never contact them.

It does not invent a number it cannot source

Every figure in the product traces to something that happened in your workspace. Where we can only model, we say so.

Turn on the two you need. Leave the rest dark.

Most agencies start with the timeline and the portal, and switch the others on over the following year. Nothing migrates, because nothing moved.

Book a demoModel the return
Features — SRM Platform