Follow a case through Cortege
Case details, arrangements, documents and payments in one record.
Open the case
Keep case details, family contacts and outstanding tasks together. Colleagues can see what has been done and who is handling the next step.
Prepare the arrangements
Plan the services and prepare an itemised statement from your price list. Reuse case details in your forms and documents.
Collect information from the family
Give the family a private link to send details and photographs, review documents, sign and pay.
Keep track of the account
Record payments, refunds and write-offs, and see the remaining balance alongside the case paperwork.
A practical guide to collecting family information