Follow a case through Cortege
Case details, arrangements, documents and payments share a record. Here is how the work fits together.
Open the case
Start with the decedent, family contacts and case details. Use the checklist to see what is complete and what still needs attention.
Staff work from the same case record, with access based on their role and location.
Prepare the arrangements
Record service plans, prepare documents and build the itemised statement from your price list.
The same case information supplies the paperwork, reducing repeated entry.
Collect information from the family
Send a private link for details, photographs, document review, signatures and payment. The family does not need a Cortege account.
Their portal is separate from the staff workspace.
Keep track of the account
Record payments, deposits, refunds and write-offs against the case. Review the current balance alongside its documents.
Your family ledger is separate from your Cortege subscription.
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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