For family-owned funeral homes
Quiet software for a difficult time.
Track every service from the first call to the anniversary check-in — without losing paperwork or leaving a family feeling forgotten.
No credit card · cancel anytime · imports from your Excel sheet on day one
Service #1184
Service for the late Margaret Chen
- Service date
- 22 Jun 2026
- Type
- Cremation
- Tradition
- Buddhist
- Venue
- Camellia Gardens
- MCCD
- ✓ on file
Right now
- ✕Death certificates and MCCDs scattered between email, fax, and physical files
- ✕Forgetting a family on the anniversary because the calendar wasn’t updated
- ✕Recreating the order of service from scratch every time
- ✕Multi-faith arrangements remembered from memory — and that one detail you missed
With Caseflow
- ✓Every service is a single case from first call to aftercare
- ✓Aftercare automation sends the anniversary check-in for you
- ✓Order of service templates per tradition; PDFs go to the family portal
- ✓Faith-specific checklists baked in so you never miss the detail
Built for the way you actually work
Six features designed for your vertical out of the box — no configuration weekend required.
First-call workflow
Open a service from the moment the phone rings. Family details, deceased details, faith tradition — all in one place.
Multi-faith ritual checklists
Catholic, Anglican, Buddhist, Muslim, Hindu, Jewish, secular — each tradition has its own document + arrangement checklist baked in.
Death certificate + MCCD tracking
Document slots for every required paper — and a status badge that tells you what’s missing at a glance.
Order of service builder
Compose, print, and share the order of service from inside the case. PDF goes to the family portal.
Aftercare automation
Auto-scheduled check-ins at 1 week, 1 month, anniversary — so no family ever feels forgotten.
Donation collection
In-lieu-of-flowers donations collected via secure link, tracked against the service, no spreadsheet needed.
How it works
Step 1
First call
Open a service in 90 seconds. The arrangement conference checklist guides the call.
Step 2
Arrange + prepare
Documentation, venue, casket, music, eulogy author — tracked in one case. Family uploads photos and music to the portal.
Step 3
Service + aftercare
Service day runs from the case. Aftercare automation handles the 1-week, 1-month, and anniversary check-ins.
Frequently asked
Is it appropriate for a small, family-run home? ▾
Yes — built for them, in fact. No bloat. Designed for 1–8 staff funeral homes that take pride in personal service.
What happens to data on a closed case? ▾
Stays in the case forever. Compliance keeps every service file accessible for the legal retention window in your state.
Can families upload photos for the slideshow? ▾
Yes — that’s exactly what the family portal is for. They upload, you build the slideshow, no email chains.
Does it support multiple faith traditions? ▾
It ships with ritual checklists for 9 traditions. You can edit them, add your own, or remove ones you don’t serve.
Pricing that makes sense for a 4-staff funeral home.
Start free. Import your existing client list in 5 minutes. Cancel anytime.