Our mission is to empower surrogacy agencies through STEPS—a fully customizable software platform built exclusively to manage, track, and streamline every journey from first inquiry to final delivery.
STEPS stands for Surrogacy Tracking & Engagement Platform Software — a name that reflects exactly what it delivers.
Unlike subscription-based platforms, STEPS is 100% owned by your agency. You control the software, the data, and how it works for your team.
STEPS is designed to:
Streamline operations and automate repetitive administrative tasks
Empower your team to focus on building strong, trusted relationships
Reduce errors and miscommunication through centralized case tracking
Support your agency’s growth with smart, scalable tools
Adapt to your unique workflows, branding, and business structure
Ensure complete privacy—only your staff has access to your information. No one outside your agency can view it
Create a full activity timeline for every record, logging each update, change, and action taken — giving you a complete history of each case at a gance.
Plus, STEPS includes powerful built-in features to save time and simplify your work:
View all emails directly within each client’s record—no more searching for correspondence
Tools to streamline case workflows and make tracking effortless
Automate emails to follow up with surrogates who haven’t responded, or to confirm application receipt
Trigger simple tasks automatically, like requesting driver’s licenses, Social Security cards, or pay stubs
Tracks exactly who received which profile and how many each surrogate or intended parent has reviewed, with all activity automatically logged for easy reference
Instantly generate surrogate profiles from existing data—ready to send to intended parents for review
Schedule and automate helpful tips, appointment reminders, and birthday messages throughout the pregnancy journey.
And so much more!
Our real-life evidence has shown that you get significantly more work done by automating repetitive tasks.
When a GC stage is updated to “Approved”, automatically send an email requesting her driver’s license, insurance card and lost wages.
When a pregnancy enters the 2nd trimester, an auto alert reminds staff to evaluate Escrow
When a surrogate or intended parent submits a form, their record is automatically updated.
At Infertility Portal, our team, including Karen (30 years of experience), and Jo (18 years of experience), is committed to sharing our extensive knowledge in this field.
Our goal is to provide valuable suggestions, email templates, documents, and workflows to support our clients in enhancing their surrogate process or egg donor process thereby fostering agency growth.
As the owner and manager of a renowned surrogacy and egg donor agency for over 30 years, Karen set the industry standard, serving as the blueprint for subsequent agencies. From the beginning, Karen prioritized the child’s right to know their genetic origins and encouraged contact between the intended parents and their egg donor. Notably, her agency facilitated the birth of the world’s oldest child, born through surrogacy, to a gay couple. Karen sold her egg donor agency in 2004 and her surrogacy agency in 2019. Her commitment to the field continues, and she now consults and assists growing agencies in improving their processes and efficiency, as well as speaking at various national and international conferences.
Jo Duffy and his husband are the fathers of two sons born through surrogacy. It was through this extended journey that they met with Karen, became good friends and now Business Partners. Jo was a successful entrepreneur in his native Scotland, earning him a Young Businessman of The Year award in the 80s, and owned an award-winning innovative hotel which he sold in 2002. He became one of the youngest ever Directors of the world-renowned Royal charity – The Princes’ Trust. Jo brings a unique set of management, marketing, PR, and customer service skills as well as having created his own family via surrogacy
Expanding on our dedication to enhancing efficiency and communication within surrogacy and egg donor agencies through our customizable CRM software, we’re excited to introduce a curated selection of insightful articles by the experienced team at Infertility Portal. With over 40 years of committed involvement in the field, we draw upon our extensive expertise to provide valuable resources. Our articles cover a diverse range of topics, including:
