Funeral Case Management Software
Every case tells a story. Solution Center tracks it from the first phone call through the final service, keeping your team organized, your documents accurate, and your families informed at every step.
First Call to Final Service
A case in Solution Center is more than a record. It is the central hub that connects every person, document, product, and task associated with serving a family. When data enters the system once, it flows everywhere it needs to go, eliminating duplicate entry and reducing errors that can cause problems during a service.
At-Need, Pre-Need, and Trade Cases
Different case types have different requirements. Solution Center handles all of them with tailored workflows that capture the right information for each situation. Pre-need cases convert to at-need when the time comes, preserving every detail the family already provided.
- At-Need Cases - Full lifecycle management for immediate need families
- Pre-Need Cases - Plan and store future arrangements with all details preserved
- Trade Cases - Manage trade services with sending and receiving funeral homes
- Pre-Need to At-Need Conversion - Seamless transition when the time comes
Document Management
Funeral case management generates a significant amount of paperwork. Solution Center auto-populates permits, authorizations, contracts, and compliance forms from case data. Documents are stored with the case record and accessible from any location.
- Auto-Generated Forms - Populate permits and contracts from case data automatically
- Custom Contract Builder - Create tailored contracts for each family
- Digital Storage - All documents stored securely with the case record
- Media Attachments - Attach photos, scanned documents, and other media to cases
Financial Tracking Per Case
Every case has a financial story. Solution Center tracks invoices, payments, adjustments, and outstanding balances for each case. Directors see the full financial picture at a glance, and accounting teams get the detail they need for reconciliation.
- Invoice Generation - Build invoices from products and services selected during arrangement
- Payment Tracking - Record payments and track outstanding balances
- Transaction History - Full audit trail for every financial transaction
- Accounting Integration - Sync with QuickBooks and other accounting systems
Multi-Location Case Management
Funeral home groups need visibility across all their locations. Solution Center lets managers see case status, workload, and performance across every location from a single dashboard while directors focus on their own caseload.
- Centralized Dashboard - See all locations and their active cases at once
- Cross-Location Case Sharing - Transfer or share cases between locations
- Role-Based Access - Control who sees what based on their role and location
- Consolidated Reporting - Roll up case data across all locations for analysis
Workflow Automation Per Case
Every case triggers a series of tasks that need to happen in the right order. Solution Center automates task assignment, notifications, and status updates so your team always knows what needs to happen next without relying on memory or sticky notes.
- Automatic Task Assignment - Tasks appear for the right people at the right time
- Status Notifications - Keep the team informed as cases progress
- Customizable Workflows - Define the steps that match your process
- Deadline Tracking - Never miss a filing deadline or service commitment
Take Control of Every Case
See how Solution Center's case management keeps your team organized and your families cared for from the first call to the final service.