The Mind of AI. The Heart of Service.

Transform Your Firm with MortisOS

One system for intake, documents, family, and release. 10–14 hours saved per case. 30–60 day launch.

Why firms switch

Less admin drag. More control.

10–14 hrs

Saved per case.

1x entry

Capture once, route everywhere.

100% logged

Every action, timestamped.

30–60 days

Typical launch timeline.

Serene funeral home arrangement room

Built for what slows firms down.

~4 tools replaced

End duplicate entry across intake, docs, and finance.

Release control

Holds, permits, and authorizations tracked against statute.

1 family hub

Review, sign, approve, stay updated.

Exception queue

Blocked cases surface automatically.

The outcome

Less admin. More service.
Fewer surprises.

What your team feels within the first thirty days.

  1. 1

    One source of truth

    Family and service details live in one place — no duplicate entry, no version drift.

  2. 2

    Work that moves itself

    Documents, reminders, and handoffs progress in the background so directors can focus on families.

  3. 3

    Nothing falls through

    Only cases that need a human decision surface — the rest stay on track without a chase list.

The full arc

Ten stages. Zero dropped steps.

From the first call at 2 AM to the aftercare note six months later, every case follows the same dependable path.

  1. Stage 01

    First call

    Every intake captured completely, day or night.

  2. Stages 02–09

    The work between

    Arrangements, authorizations, preparation, documentation, vendors, service, and disposition — each with an owner, each with a checkpoint.

  3. Stage 10

    Aftercare

    Records closed, follow-ups scheduled, families remembered.

Full stage breakdown shared during a live walkthrough.

Where MortisOS stands apart

Control the handoff. Control the release.

First Call Operations

Overnight intake becomes assigned morning casework — with location, urgency, and owner attached.

  • One intake queue
  • Zero duplicate entry
  • Assigned in minutes
  • Full audit trail

Cremation Control

A case stays flagged as not release-ready until authorizations, holds, permits, and checkpoints clear.

  • Release-gated workflow
  • State-aware checkpoints
  • Custody-event logging
  • Audit-defensible history

Why buyers trust it

Proof built into the workflow.

Live product

What buyers see is what teams use.

100% audit trail

Every change by actor and timestamp.

Role-based access

Each seat sees only what it should.

Pricing

Small setup. Scale after value is proven.

Guided launch and reduced usage fees for your first 90 days.

Launch

Best for: firms replacing disconnected intake, case, and family communication workflows.

$395 / mo for first 90 days, then $695 / mo $1,500 one-time setup

  • Guided launch for intake and day-to-day case workflow
  • Family portal for updates, approvals, and signatures
  • Document routing and staff task management
  • Team training and same-day email support
  • Go-live support during the first 90 days
Request a consultation
  • Small setup fee
  • Reduced usage for 90 days
  • Guided launch included
  • Standard pricing only after real-world use

Book a consultation

Get a plain answer in 30 minutes.

We’ll review your workflow, show the live product, and tell you plainly whether MortisOS fits.