Case Command Center
One screen per case — stage, documents, signatures, vendors, finance, and audit history.
Family Portal
Private, branded space where families share details, approve the obituary, sign forms, and follow status.
Documents & e-Signatures
Generate required forms from case data, route them for signature, and store completed copies with full chain of custody.
First Call Operations
Answering-service intake flows into one operating queue and becomes live case work without re-entry.
Arrangement & Finance
Build the statement of goods and services, record payments, and track balances inside the workflow.
Cremation Compliance
State-aware hold periods, authorizations, permits, and checkpoint logging enforced before release. Every gate is recorded so the firm can defend the release later.