Surrogacy case management software, built around one shared case.
mysurro is surrogacy case management software from Babytree Surrogacy. Intended parents and surrogates use the mobile app, agency staff use a web workspace, and all three work from the same case. Milestones, medical records, follow-ups, and payments are tied to that case, so an update made once reaches everyone who needs it.
The tools that work from the same record
Every tool reads from and writes to the shared case, so nothing has to be copied between systems.
- mysurro app for parents and surrogates on iPhone and Android, in English, Chinese, or Spanish.
- Medical Check-ins, which keep the case current after every appointment, from the surrogate or, when needed, from staff.
- AI Medical Record Review, which turns long medical PDFs into a fact list with a page number for each fact.
- Case Milestones, which send the right task to the case team when a milestone is reached.
- To-dos, which flag a case that has waited too long between milestones.
- Payments & Invoices, which create installments at milestones and produce invoice and receipt PDFs.
Medical check-ins keep every case current
After each appointment, the surrogate sends a medical check-in from the app: the visit date, the clinic or provider, the results for that stage of the journey, and a photo of the visit paperwork. Check-ins cover every stage, from pre-transfer screening through pregnancy and OB visits to delivery.
- The team hears about it right away. The case managers get a notification for each new or updated check-in.
- The next visit is already scheduled. The next appointment from the check-in feeds the app's reminders, which arrive 24 hours and 2 hours before the visit.
- Surrogates have a reason to report on time. Each check-in earns reward points.
- Staff can step in. If a surrogate cannot send a check-in, staff add it on the surrogate's behalf, or correct one that was sent. Each check-in shows whether the surrogate sent it, staff edited it, or staff added it.
Milestones assign the next task
When a case reaches a milestone, mysurro creates the task that usually follows it and sends it to the case's managers. The task appears as a notification and as a to-do on the case until someone marks it done.
- Legal clearance: apply for the surrogate's life insurance.
- Transfer date set: confirm the transfer hotel with the surrogate.
- Fetal heartbeat confirmed: apply for the health insurance.
- 12 weeks pregnant: apply for parental rights (the parentage order).
- 30 weeks pregnant: prepare the birth plan.
The check runs every day and again after a case is edited. Each task is created once per case, so running the check again never duplicates it.
Built for sensitive information
A surrogacy case holds medical, legal, and financial details. mysurro limits who sees what and keeps details off shared screens.
- Role-based staff access, so each staff member sees the cases and tools their role needs.
- Masked contact details: a surrogate's contact information is hidden while intended parents browse profiles.
- Private notifications: push notifications use general wording such as “You have a new message” and never include names, dates, clinics, amounts, or message content.
Who mysurro is for
mysurro fits agencies that coordinate several active journeys at once and want parents and surrogates to see progress without waiting for a staff update. The same rules run on every active case, so the standard holds as the team takes on more journeys.
Teams that track cases in spreadsheets and email usually notice the difference first in the quiet gaps: a task that belongs to nobody in particular, or a case that stops moving without anyone noticing. Milestone tasks and stalled-case alerts are built for exactly those gaps.
Questions, answered.
Last updated November 10, 2026
What is surrogacy case management software?
It is software that keeps everything about a surrogacy journey in one case record: the people involved, milestone dates, documents, tasks, and payments. In mysurro, intended parents, surrogates, and agency staff all work from that same case.
Who uses mysurro?
Agency staff use the web workspace to manage cases. Intended parents and surrogates use the mysurro app on iPhone or Android to follow progress, message the team, and keep documents in one place.
What tasks does mysurro create automatically?
At legal clearance it asks the team to apply for the surrogate's life insurance; at the transfer date, to confirm the transfer hotel; at heartbeat, to apply for health insurance; at 12 weeks, to apply for parental rights; and at 30 weeks, to prepare the birth plan.
What is a medical check-in?
A short report the surrogate sends from the mysurro app after each appointment, with the visit date, provider, results for that stage, and a photo of the visit paperwork. The case team is notified, and staff can add or correct a check-in on the surrogate's behalf.
What languages does the app support?
The mysurro app is available in English, Chinese, and Spanish.
How do we get started?
Book a demo with the Babytree Surrogacy team to see how mysurro fits your agency.
More of the platform
See how mysurro fits your agency.
Book a demo with the Babytree Surrogacy team. Parents and surrogates can download the app.