FeaturesService

The funeral service, in a single file.

From the first call to closing: details written only once, documents read by AI, quote, contract, schedule and resources with no overlaps.

The funeral case is the center of everything: six sections, automatic saving, missing details always in view. Quote, contract, supplier orders, schedule and room bookings all start from there, without copying anything.

Records With AI features

All the reference data of your funeral home, set up by your team without technical help.

What it includes

contact book with full profiles
multiple phone numbers
duplicate check
the same person in different roles across cases
municipalities from the official national list (also offline)
facilities (hospitals, care homes, cemeteries, churches, crematories) with address and road distances
dropdown lists managed by your team (over 40 lists, over 1,300 entries)
staff lists
new entries with approval
field editor in the settings

Built for Italian requirements today; we adapt it to your country.

Tasks and Dashboards With AI features

Every task assigned to someone, with a phone notification and a status everyone can see.

What it includes

tasks linked to a case or a service
assignment to colleagues
due date and priority
push notifications on smartphones
checklist for each service
done and to-do status
personal dashboard by role with configurable widgets (today's services, room bookings, deadlines, numbers)

Funeral Case With AI features

The digital file of the service, from the death to closing. You fill it in once and everything flows where it is needed.

What it includes

six-section file (Deceased, Death, Family contact, Service, Documents, Contacts and roles)
automatic saving
missing details always in view
over 160 configurable fields with display rules by rite and type of service
mirrored fields
progressive numbering by year and location
real-time price list total with VAT broken out
mileage calculated on the actual route
compliance checklist by rite, service and municipality
deadlines with alerts (transport permit, burial permit, death registration)
local authority forms filled in for you
case document archive
full case file downloadable as one file
after-funeral paperwork (pension, estate)

Built for Italian requirements today; we adapt it to your country.

Cases / 2026/0142

1 missing detail

Robert Hale

In progress

Case 2026/0142 · Burial · St. Mary's Chapel

First name: Robert
Last name: Hale
ID number: CA 4821093
Date of birth: Jan 1, 1940
Place of residence: Lakewood
Place of death: To be filled in

Read from the ID card, cross-checked€3,240 incl. VAT

Smart Documents AI native

The family photographs the documents with their phone, the platform reads them and fills in the case. No retyping.

What it includes

public link sent to the family
opens on the phone, nothing to install
scanner with automatic cropping and straightening
guided framing
automatic reading of ID card, health card, death certificate, death registration and family contact documents
check and correction against the tax ID
review of the data before sending
confirmation and copy into the case

Built for Italian requirements today; we adapt it to your country.

Documents for the case

Take a photo of the ID card of the deceased.

Name: Robert Hale
Born: Jan 1, 1940
ID number: verified

Confirm and send

Quotes and Price List With AI features

A quote built in a few clicks from your funeral home's price list, sent and tracked until it is accepted.

What it includes

price list for each location, with variants and different prices
discount with a company-wide cap
quote composer
secure numbering
lines frozen when sent (a price list change never rewrites a quote already sent)
ready-made PDF
sent from the platform with date and recipient tracked
statuses (sent, viewed, accepted, expired)
acceptance that opens the case
acceptance rate by location and period

Quotes / 2026/0088

Oak casket, Classic model€1,450
Transport, 18 km by road€730
Ceremony and staff€190
Funeral notices and memorial cards€650
Permits and fees€220
Total incl. VAT€3,240

Sent Oct 3
Viewed Oct 3
Accepted Oct 4

Anna HaleFamily signature

Signed on tablet

Catalog and Configurator With AI features

Caskets, urns, flowers and memorial cards shown to the family on a tablet, with the quote building up in front of them.

What it includes

catalog with photos, descriptions and prices by location
service configurator, at the funeral home or at the family's home, that feeds the quote
variants and accessories
link to inventory for availability

Contracts and Signature

Every contract generated from the case data, signed at the funeral home or at the family's home.

What it includes

service agreement filled in for you
missing fields flagged before printing
configurable templates (mandate, privacy notice, declarations, transport order, receipt)
form and letter generator from templates
handwritten signature on tablet
signed document stored in the case
signature with a digital certificate through an external provider

Service Schedule With AI features

The operating calendar of your funeral home: ceremonies, transfers, transport, vehicles and teams, with no overlaps.

What it includes

calendar by location and rite (time, church, cemetery, crematory)
transfers of the deceased and appointments
vehicle and team assignment
conflicts flagged at booking time
team notifications
on-call duty published and linked to calls
sync with Google Calendar and Outlook

Schedule / Thursday, October 9 · Central

09:30Robert Hale funeral, St. Mary's Chapel
11:30Car 1, Team A, Hillside Cemetery
15:00Transfer of the deceased, Maple Grove care home
ConflictCar 1 already assigned
SuggestionCar 3, Team A

Funeral Home Facility: Rooms and Screens

Farewell rooms and viewing rooms under control, with the screens in each room updating by themselves.

What it includes

rooms with real-time availability
multi-day booking
viewing rooms with occupancy and rotation
cleaning and sanitizing shifts
screens and monitors with the name, times, photos and memories of the deceased managed from the platform
entrance kiosk
conflicts flagged at booking time

Fleet

Vehicles under control: deadlines, costs, mileage and driver qualifications.

What it includes

vehicle records by location (plate, type, capacity, onboard documents)
assignment to each service with history
miles driven compared with miles on the price list
deadlines with alerts (inspection, insurance, road tax, servicing)
maintenance with costs and downtime
fuel
driver qualifications
transport permits linked to cases

Staff and Shifts With AI features

Who works, when, and with which qualifications.

What it includes

staff records with roles, licenses, training and qualifications
shifts and on-call duty
assignments on smartphone
hours per service and overtime
expenses and mileage reimbursement

Suppliers, Orders and Inventory With AI features

Orders to suppliers start from the case, and their cost comes back to the service account.

What it includes

supplier records with purchase price lists
order generated from the case (flowers, catering, cremation, transport, newspaper obituaries)
order status and confirmation visible in the case
supplier cost added automatically to the account
inventory of caskets and items by location
item reserved for the case
reorder thresholds with alerts

Frequently asked questions

Are the forms for the authorities filled in automatically?

Yes. Forms are generated from the case data, with the compliance checklist by rite, service and municipality and alerts on deadlines. Today they follow Italian rules; for other countries we adapt them to your forms.

Does the family have to install an app to send documents?

No. They get a link by WhatsApp or text message, photograph the documents with their phone and the AI reads and cross-checks them.

If the price list changes, do quotes already sent change too?

No. Quote lines are frozen when the quote is sent: the new price list only applies to later quotes.

Can the contract be signed at the funeral home or at the family's home?

Both. The service agreement comes out of the case already filled in, it is signed on a tablet with a handwritten signature and the signed document stays in the case.