A case brings together the people, arrangements, paperwork and account for one decedent. Here is how that work moves between staff and family in Cortege. The images use demonstration records.
The first call
Staff open the case with the details they have, record the family contacts and assign the next work. Information can be added as it arrives. The caller, the person supplying certificate details and the payer can each be recorded with their own responsibility.
The checklist shows what remains to be done. Staff can plan services and keep removal, care and custody records with the case.
The arrangements
Staff prepare an itemised statement using the firm's price list. Case details can also fill the firm's forms, ready for review and signing. The paperwork stays with the case for later questions or handovers.
The family's part
Staff choose what to share through a private link. Relatives can send details and photographs, review documents, sign and pay without creating an account. Staff review certificate answers before adding them to the case.
The account
The case ledger shows recorded payments and the remaining balance alongside the paperwork. Staff can follow payment corrections and track cash advances separately from money received from the family.
Online payments use the firm's connected payment account, with processing fees charged separately. Payment plans record instalments and balances; they do not collect payments automatically.
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