| IP | Intended Parent - client pursuing surrogacy/donation |
| GC | Gestational Carrier, sometimes called surrogate in older contexts |
| Donor | Avoid using alone when the role matters; use Egg Donor or Sperm Donor |
| ED | Egg Donor |
| SD | Sperm Donor |
| Contact | Master person record for an IP, GC, ED, or SD |
| User | Login identity attached to a Contact after invitation |
| Case | Internal agency record for one engagement from intake through completion |
| Journey | Client-facing name for a Case |
| Family | Unit that groups one or two Intended Parents and their Journeys over time |
| Intake | Initial information collection process |
| Case Manager | Staff member assigned to guide clients |
| Workflow | Agency-configurable template of ordered stages and tasks for a Journey |
| Match | Pairing of an IP or Family with a GC, ED, or SD for a Journey |
| Match Sheet | Dossier of key journey details compiled after a match is accepted and shared with the provider team |
| Pregnancy Tracker | Calculator showing due date and how far along a pregnancy is. IP and GC only |
| Period Calculator | Calculator showing next ovulation range and current cycle day. IP, GC, and ED only |
| Calculators | The Case Management tab that hosts both the Pregnancy Tracker and the Period Calculator |