Every Case, One System, One Family
Complete operations software for funeral homes, senior living facilities, and families. Case management, digital whiteboard, family planning portal, AI obituary writing, insurance advance tracking, and pre-need planning — all in one platform.
End-to-end funeral home operations — from first call to aftercare. Manage cases, coordinate with families, track payments and insurance, and grow your referral network.
Digital whiteboard, status tracking, task assignments, and case timeline
Families collaborate on arrangements, obituaries, and service details online
Generate personalized obituaries from family-provided details in seconds
Track payments, insurance assignments, and advance requests in one place
Track every case from first call to completion with a real-time digital whiteboard. Assign directors, manage tasks, log notes, and see your entire caseload at a glance. Never lose track of a case detail again.
Give families a private, branded portal to collaborate on arrangements from anywhere. They can select service options, upload photos for the obituary, choose merchandise, and approve details — reducing in-person meeting time and improving satisfaction.
Generate personalized, publication-ready obituaries in seconds. Families provide key details through a guided form, and AI crafts a warm, respectful tribute. Edit and refine collaboratively before publishing to your website and local newspapers.
Manage every dollar in one place. Track family payments, insurance assignments, and advance requests. See real-time balances, send payment links, and reconcile insurance payouts — no more chasing paperwork across systems.
Build referral relationships with senior living facilities in your area. Track residents, manage wish plans, and receive referrals directly through the platform. Facilities get their own dashboard to coordinate end-of-life arrangements proactively.
Let individuals plan ahead on their own terms. Your branded pre-planning portal walks consumers through service preferences, merchandise selection, and payment options. Convert pre-need leads into funded contracts without a single cold call.
Full case management, whiteboard, payments, and family coordination
Resident tracking, wish plans, and funeral home referral network
Online arrangement portal, obituary collaboration, and payment access
Self-service pre-need planning with payment options and contract generation
Free plan available. No contracts. No credit card required.