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Architecture Overview

SeedTrust Portal is built around three principles that shape every screen:

The surrogacy journey has defined milestones — contract signed, medical clearance, confirmed pregnant, heartbeat confirmed, birth. The interface dynamically adapts based on which milestones have been reached:

MilestoneWhat Unlocks
Contract SignedJourney timeline becomes visible
Medical ClearanceTransfer scheduling available
Confirmed PregnantMaternity allowances, monthly compensation
Heartbeat ConfirmedIncreased payment tier
BirthFinal payments, closing procedures

This means a gestational carrier won’t see “Maternity Clothing Allowance” until the journey reaches the “Confirmed Pregnant” milestone. The UI never shows irrelevant options.

Internal staff process high volumes of conversations and disbursement requests. Rather than treating this as a static queue, the portal emphasizes:

  • Progress counters — “5 of 12 handled today” visible in the queue header
  • Auto-advance — completing a conversation automatically navigates to the next one
  • Continue Working — a single button to resume the queue without decision fatigue

The application serves two fundamentally different user groups from a single codebase:

External Portal (client-facing)

  • Transparency-focused — clients see where their money is and what’s happening
  • Mobile-first for gestational carriers — large touch targets, camera-first uploads
  • View-heavy for intended parents — balances, timelines, status

Admin Portal (staff-facing)

  • Productivity-focused — optimized for throughput and queue clearing
  • Data-heavy — team dashboards, response time indicators, bulk actions
  • Keyboard-navigable — power users can triage without a mouse

Messages flow through two stages:

Incoming Email → Triage Queue → Assignment → Communications Inbox → Reply/Complete
  1. Triage — new emails land in a shared queue. A triage admin assigns each conversation to a team, person, and case.
  2. Communications — assigned conversations appear in the team member’s “My Inbox.” They reply, add notes, and mark conversations complete.

This two-stage flow ensures every conversation gets properly categorized before anyone responds, preventing duplicate replies and misrouted messages.