Pilot Program · Founder-led

One connected platform. Proven with your team in 30 days.

A small, structured engagement. We configure your workflow, run real cases together, and bring active and historical records into one secure Archive. If it doesn't fit at day 30, you walk away — no long-term commitment, no per-seat lock-in.

Start a pilot conversation See the 5-minute demo →

Commercial terms

Setup

One-time setup fee

A small onboarding fee — covers workflow design, data migration, and go-live support throughout the 30-day pilot.

Pilot rate

Reduced usage during the pilot

Reduced monthly rate for the pilot window while we prove fit against your real caseload. Not a discount play — a fit test.

Transition

Clear post-pilot pricing

At day 30, either graduate to standard pricing or exit cleanly with an export of your cases, audits, and financial records.

This is not a "cheap software" pitch. The pilot exists so a serious operator can evaluate MortisOS against real caseload before committing.

What a firm should expect

10–14 hours saved per case

Duplicate entry across intake, documents, and finance disappears. Directors work cases, not spreadsheets.

Zero release surprises

Every cremation release is gated by authorizations, holds, permits, and checkpoints — audit trail attached.

One family channel

Every family conversation, signature, and update in one place. No missed voicemail, no lost email chain.

Operating visibility on Monday

A weekly operating view lands on the owner's desk: cases advanced, at-risk cases, A/R aging, vendor SLA rate.

Records ready when needed

Finalized documents, scanned history, retention status, legal holds, and review activity stay linked to the case in MortisOS Archive.

The artifacts the system produces

Every artifact renders from live case data. Nothing is a slide.

Weekly

Owner operating view

Cases advanced, at-risk, releases blocked, A/R aging, vendor SLA rate. Location filter.

Per case

Compliance packet

Case identity, jurisdiction rules, signature matrix, documents, and audit trail — printable, defensible.

Per case

Readiness timeline

Every gate, cleared or pending, with who cleared it and when. Release-blocking gates called out first.

Portfolio

Financial aging snapshot

A/R buckets, release-ready-unpaid list, active payment plans with overdue installments, top financial risks.

A focused 30-day rollout

Week 1 · Configure
Workflow design + data migration
Locations, roles, GPL, jurisdiction rules, compliance gates. We handle the migration of existing cases and preneed records.
Weeks 2–3 · Live cases
Run real cases together
First-call to release on every new case. Bring selected historical records into Archive and review exceptions, SLAs, retention, and financial signals together.
Week 4 · Measure & transition
Success criteria + go / no-go
Time saved per case, release-blocking exceptions caught, family response rate, A/R aging trend. Graduate to standard pricing or exit cleanly.

Book a pilot conversation

Thirty minutes. A plain answer.

We review your caseload, walk the live product, and tell you plainly whether MortisOS fits your firm. If it doesn't, we say so.

Apply for the 30-day pilot See the 5-minute demo →