Full feature list

Browse by the work your firm needs to do. Features that connect to a payment processor or another service include their setup requirements below. We can walk through the workflows you need in a demo.

View pricing and service costs

Daily work & first calls

Dashboard and Today: See open cases, upcoming services, arrangements and work needing attention. Move from a due task straight to its case.
First-call intake: Open a case while taking a call, or review calls received from a connected answering-service feed. Check the caller, decedent and location before creating the case.
Case register and search: Find cases by name or case number and narrow the register by status, location and other case details. Use the quick-search shortcut to reach records and screens.
Saved case boards: Create shared views with the columns and filters your firm needs. Boards read the underlying cases, so staff do not maintain a second register.
Assigned checklists: Give a task an owner and due date. Combine manual tasks with reported items that update when the required information is recorded on the case.
Case assignments and notifications: Assign the responsible director, watch a case and follow notifications back to the current record. Access to financial information follows the staff member’s permissions.

Case records & arrangements

One case workspace: Keep the decedent, family, arrangements, paperwork, care and financial records together from the first call through closure.
Family and professional contacts: Record the informant, next of kin, payer and other contacts separately. Maintain a shared directory of clergy, cemeteries, physicians, florists and vendors.
Vital statistics: Prepare the death certificate record, review completeness and apply selected answers submitted by the family. Producing a form or an export does not submit it to a registrar.
Licence and document scanning: Review information extracted from a driver’s licence, certificate document or DD-214 before applying selected fields. Staff can correct or discard the proposed values.
Military service details: Keep service information with the case for forms and arrangements. Requests for honours or flags still need to be coordinated with the relevant provider.
Case closure and history: Complete and archive cases while retaining their records. Review the case history to see recorded changes and who made them.

Services, merchandise & follow-up

Shared service calendar: Schedule services and arrangements with times, venues and staff. Subscribe to the calendar from an external calendar application.
Venues and assignments: Keep the place, people and service details on the case so the team can review the same arrangements.
Merchandise tracking: Track ordered and arrived items against statement lines, with supplier and progress details. Recording an order’s progress does not place the order with a supplier.
External waits and deadlines: Record what is owed by a family, doctor, registrar or other outside party. Keep responsibility, follow-up and applicable deadlines with the case.
Reusable workflow templates: Configure the firm’s checklist items and tags, then use them to organise case work consistently.

Removals, care & cremation

Removal dispatch: Assign a crew and vehicle and follow an open removal through collection and completion.
Crew location sharing: View positions shared by consenting crew members during an open removal. Location sharing needs the device permissions and the firm’s setup.
Chain of custody: Record movements with the person, time, origin and destination. Scan custody tags from a phone and keep the resulting movement history on the case.
Preparation and care records: Record preparation work and care events alongside the custody chain and care timing.
Cremation records and day log: Keep authorisation details, retort, identification disc, operator and run times. Review the crematory day log and retain corrections and recorded statements.
Vehicles and cremation units: Maintain the firm’s vehicles and retorts by location. Take a retort out of service while preserving its previous runs.

Price lists, contracts & signatures

The firm’s price list: Maintain products, categories, packages and effective prices. Import a price list from a spreadsheet and generate the General Price List.
Itemised goods and services: Build the statement from the firm’s price list, with cash advances separated from the firm’s own charges and the firm’s disclosure wording.
Tax and contract totals: Configure applicable product-category tax rates and review itemised charges and totals on the case.
In-person and remote signatures: Ask the family to sign in the room or through a family link. Keep the signed document and signing certificate with the case.
Co-signers and voided contracts: Use the additional signature line when a co-signer is needed. Voiding a contract keeps a record of the void.
Arrangement worksheet: Print a worksheet for the arrangement conference. If the connection fails, capture the details on paper and reconcile them with the case when connected again.

Forms & documents

Your own Word and PDF forms: Upload the firm’s forms, map case details to their fields and generate completed documents from a case.
Case document storage: Keep uploaded and generated paperwork with the case. Financial documents follow the additional financial-access restriction.
Family document review: Share selected documents through a family link so they can be read before signing.
Certificate worksheets and exports: Prepare certificate paperwork and, where offered, an IJE data file for a receiving system. Filing and registrar acceptance remain separate steps.
Document capture: Photograph documents from the field app and review them before sending them to the case. Scanning and extraction results require staff review.

Family portal & communication

Scoped family links: Issue expiring links for the steps a family needs, and withdraw access when appropriate. The family does not need a staff account.
Family information and photographs: Let the family answer certificate questions and submit photographs. Staff review proposed certificate changes before applying them.
Obituary review and publishing: Work on the notice with the family, review its text and publish it when ready. Keep the notice connected to the case.
Merchandise showroom: Show the caskets and urns the firm chooses, at its own prices. The showroom lets families browse; it does not place an order.
Email and text messages: Choose a recipient and a message template, review the preview and check the recorded send outcome. Texting requires a configured provider and recipient consent.
Scheduled aftercare: Set up follow-up messages relative to a service or death date. Review the case schedule, move or skip messages and inspect delivery outcomes; delivery depends on messaging setup and case status.

Payments & receivables

Case payment ledger: Record cash, check and other payments alongside processor payments. Review what has been paid, what remains due and any corrections.
Family card and bank payments: Let families pay through a payment request or their portal link. Online payments require the firm’s connected Stripe account; processor fees apply.
Payment plans: Set instalment dates and amounts and follow the remaining balance. A recorded plan is not an automatic bank debit.
Refunds, voids and write-offs: Use the appropriate correction workflow and retain the original payment history. Check processor outcomes before repeating an uncertain action.
Aged receivables and collections: Review outstanding signed accounts and follow up on overdue balances from the receivables and case collection views.
Insurance assignments: Record an assigned policy and track its settlement on the case. Recording an assignment does not submit a claim to the carrier.

Disbursements, banking & accounting

Cash-advance disbursements: Tie a payment to an outside provider to the statement line it belongs to, keeping the firm’s outgoings separate from family receipts.
Vendor invoice capture: Review extracted payee, reference and amount information from a vendor invoice before recording the expense.
Check register and printing: Manage checkbooks, record checks and print them with the firm’s template. Retire checkbooks while keeping their history.
Deposit records: Group received payments into a deposit and review the payments and totals that make it up.
Accounting journal download: Choose a period, review its scope and download a journal CSV for the bookkeeper or accounting system.
QuickBooks journal posting: When QuickBooks is configured for the installation, connect the intended company, map accounts and post a period’s journal entries. Review posted, already-present and failed results.

Pre-need funding

Funding register: Record existing insurance instruments or trust deposits, carrier or bank details and relevant funding amounts. This is a funding register, not a policy-sales workflow.
Dated statement balances: Record the balance, interest and charges from a bank statement and preserve its date. Correct a statement when needed; balances are recorded rather than assumed to be live.
Portfolio review: Review the firm’s register, location totals and accounts needing an updated statement.
Apply funding after a death: Apply a recorded instrument to the appropriate at-need case. An insurance instrument creates an assignment to follow through settlement.
Purchaser view: Share a scoped family link showing recorded funding and dated statement balances, without staff notes or recorded beneficiary information.

The firm’s website & online requests

Website from the firm’s records: Choose the theme, colours and public wording. Publish the enabled location, obituary, staff and price pages from information held by the firm.
Obituary pages and archive: Publish notices at public addresses and maintain an obituary archive. Preserve old obituary addresses through redirects on a verified firm address.
Staff profiles and public prices: Choose which colleagues appear publicly and whether to publish prices. Review the firm’s notice and page content before publishing.
Connect an existing website: Use the supported website connection or obituary feed to publish into an existing site. A configured adapter or vendor credential may be required.
Online arrangement requests: Publish the firm’s direct-cremation offer and receive family requests. Staff review and accept or decline a request; accepting opens a case with the submitted details. The request page does not charge the family.

Reports, staff & access

Case and financial reporting: Review summaries by period, location and director, with reports for case work, payments, cash advances, merchandise, waits and pre-need funding.
Multiple locations: Keep location addresses, case numbering and staff access under one firm. Restrict a staff member to the locations they work in.
Staff roles and invitations: Invite colleagues with a role and location access. Control financial access separately from ordinary case work.
Staff licence records: Keep professional licence details and expiry dates and review the licence report.
Activity and sensitive-data access: Review recorded changes with staff and time information. Revealing a Social Security number or generating a form that reads it is recorded.
Two-step sign-in: Use two-step sign-in and let the firm require it for staff. Case access remains subject to firm, location and role permissions.

Migration, exports & connections

Case migration and review: Map source CSV columns and values, rehearse the import and review the results before importing. Include the available contacts, charges, payments and services.
Document migration: Import actual document files with a manifest after the cases. Check missing files and unmatched cases, then review uploaded and skipped results.
Price-list and directory imports: Bring the firm’s price list and professional contacts in from spreadsheets using their dedicated import workflows.
Download your records: Download the records archive from Your data. Prepare and download the actual document files separately; the record export and document archive are distinct downloads.
Read-only API and webhooks: Connect your own software through the documented read-only API and supported webhook events. Someone needs to configure and maintain the receiving connection.
Intake feeds and calendar subscriptions: Connect an approved first-call source for staff review, or subscribe to the firm’s service calendar from another application.

Field work & conference tools

Staff field app: Find cases, contacts, services and care details on a phone. Capture first calls, document photographs and removal movements. Installation is arranged with the firm; detailed editors may open on the web.
Queued field captures: Review pending captures in the outbox and retry them after reconnecting. A queued item has not necessarily reached the live case.
Offline reading and printing: Prepare the available case and price-list copies while connected. Use them for reading and printing during a connection problem; not every editor works offline.
Arrangement conference recording: Make an announced recording through the firm’s approved process. The owner controls transcription and audio retention; transcription needs a configured service.
Reviewed obituary drafting: When drafting is enabled, review and approve the proposed notes before generating an obituary draft. Staff decide whether to apply the draft and separately review the notice before publishing.

Discuss your workflow

Bring an example of how your firm works today. We can walk through it together in a demo.

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