How Surrogacy Agencies Can Create a More Supportive Journey with FormJay AI

A surrogacy journey includes many people, milestones, documents, decisions, and emotions. Surrogates, intended parents, coordinators, attorneys, and fertility clinics all need the right information at the right time.

For surrogacy agencies, the challenge is delivering that information consistently without making the experience feel impersonal. Teams may spend hours answering the same introductory questions, sending forms, preparing clients for appointments, following up on missing information, and explaining what happens next.

FormJay can help agencies turn those repetitive steps into interactive, guided experiences while allowing coordinators to focus on the conversations that require empathy, judgment, and personal attention.

By combining AI-generated presentations, forms, quizzes, workflows, and automated check-ins, an agency can support both surrogates and intended parents throughout the journey.

A More Welcoming Surrogate Onboarding Experience

Prospective surrogates often begin with many questions. They may want to understand eligibility, screening, medical appointments, legal agreements, medications, embryo transfer, pregnancy expectations, compensation, and agency support.

Instead of relying only on a lengthy PDF or introductory phone call, an agency could create an interactive surrogate onboarding experience.

A Presentation AI Generator prompt might be:

“Create a warm and informative surrogate onboarding presentation covering eligibility, screening, medical and psychological evaluations, the legal process, IVF preparation, embryo transfer, pregnancy support, compensation milestones, and communication expectations.”

The experience could include agency videos, staff introductions, process diagrams, approved educational documents, and custom narration.

A connected knowledge base could answer common introductory questions using materials reviewed by the agency, clinic, or legal team.

After the presentation, a FormJay form could collect relevant information from the prospective surrogate.

“Create a surrogate application and onboarding form that collects contact information, pregnancy history, general availability, support-system information, communication preferences, and required acknowledgments. Use conditional logic so applicants only see relevant follow-up questions.”

This gives the agency a more organized intake process while helping prospective surrogates understand the journey before completing detailed screening steps.

Clearer Onboarding for Intended Parents

Intended parents also need a structured introduction to the process. They may be learning about agency roles, matching, screening, legal agreements, escrow, fertility clinic coordination, communication expectations, and the uncertainty of IVF timelines.

An agency could create a separate experience specifically for intended parents:

“Create an intended parent onboarding presentation explaining the agency process, matching, surrogate screening, legal preparation, clinic coordination, financial milestones, communication expectations, and the major stages from enrollment through delivery.”

A follow-up form could collect preferences, priorities, communication needs, scheduling information, and questions for the agency team.

Because the experience can be customized by role, intended parents and surrogates do not have to receive the same generic orientation. Each group can be guided through information that is relevant to its responsibilities, concerns, and next steps.

Better-Prepared Legal Consultations

Attorneys are essential to a surrogacy journey, but valuable appointment time can be consumed by repeatedly explaining basic terminology and process steps.

FormJay can help an agency provide general, attorney-reviewed educational content before the legal appointment is scheduled.

For example:

“Create a pre-legal consultation presentation explaining the general purpose of a surrogacy agreement, the roles of independent attorneys, common topics addressed in agreements, the review process, and questions clients may want to prepare. Clearly state that the presentation is educational and not legal advice.”

After reviewing the presentation, surrogates or intended parents could submit questions through a form. The attorney would then begin the consultation with a better understanding of the client’s concerns.

This does not replace independent legal counsel. It helps clients arrive better prepared so the attorney can spend more time on individual circumstances, complex questions, and informed decision-making rather than repeating the same introductory information.

A Thoughtful Way to Present Potential Matches

Introducing a potential surrogate match to intended parents involves more than sending a document. Intended parents may need help understanding the surrogate’s background, motivations, communication preferences, support system, and expectations for the relationship.

With appropriate consent and agency review, FormJay could turn a surrogate profile into a guided presentation.

“Create a warm, respectful surrogate profile presentation using the approved information provided. Include her motivation, family background, pregnancy experience, communication preferences, support system, and hopes for the relationship with intended parents.”

The presentation could combine approved text, photographs, a recorded introduction, and agency narration. Intended parents could then complete a short response form indicating whether they would like to schedule a conversation or whether they have questions for the matching coordinator.

This creates a more personal introduction while keeping the agency involved in how information is shared.

Automated Check-Ins Throughout IVF and the Journey

Waiting can be one of the hardest parts of surrogacy. There may be long periods between screening, legal clearance, medication, embryo transfer, pregnancy testing, medical appointments, and later pregnancy milestones.

FormJay’s workflows and AI Worker can help an agency provide consistent, stage-appropriate communication without requiring a coordinator to manually send every message.

A workflow prompt could say:

“Create separate surrogate and intended parent journeys. Send educational check-ins based on each stage, collect questions, notify the coordinator when someone requests support, and provide the next approved resource at the appropriate time.”

The check-ins could be useful as well as encouraging.

For surrogates, they might cover medication organization, appointment preparation, questions to ask the clinic, self-care, travel planning, or what information to report to the care team.

For intended parents, they might focus on managing the waiting period, preparing for upcoming milestones, communicating respectfully, planning travel, organizing documents, or preparing for parenthood.

Agencies could also include brief, optional mini quizzes to reinforce important information:

“Create a three-question check-in quiz for intended parents preparing for embryo transfer. Keep the tone encouraging and focus on communication expectations, realistic timelines, and whom to contact with medical questions.”

“Create a three-question surrogate check-in for the medication stage. Reinforce following clinic instructions, tracking appointments, and contacting the medical team rather than making medication changes independently.”

These interactions can keep both parties engaged without overwhelming them. They also give the agency an opportunity to identify confusion or concerns earlier.

More Consistency Without Losing the Human Connection

FormJay is not a replacement for coordinators, attorneys, mental health professionals, or medical teams. It can help them use their time more effectively.

When routine education, forms, reminders, and stage-based resources are organized into guided experiences, agency staff can spend less time repeating basic information and more time supporting relationships, resolving concerns, and navigating sensitive moments.

A connected FormJay experience can help an agency:

• Deliver consistent onboarding to surrogates and intended parents
• Collect information through role-specific interactive forms
• Prepare clients for legal and clinic appointments
• Present potential matches in a respectful, structured format
• Send timely resources as each journey progresses
• Reinforce important information with short check-ins and mini quizzes
• Notify staff when someone needs personal support

Educational content should always be reviewed by the agency’s qualified legal, medical, and professional partners. Individual legal or medical questions should continue to be directed to the appropriate attorney or healthcare provider.

Create a More Guided Surrogacy Experience

Surrogacy is deeply personal, but the administrative process does not need to feel fragmented.

FormJay can help agencies create a clearer, more supportive journey from the first inquiry through onboarding, matching, legal preparation, IVF, pregnancy, and future milestones.

Surrogates and intended parents receive the information they need, while agency teams gain more time for the human conversations that matter most.

Try FormJay for free and create your first interactive surrogacy onboarding or client education experience.