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Case management

The whole case, on one screen.

From the first call to final billing, your team works the entire case in one place. No spreadsheets on the side, no rekeying, no app-switching.

How it works

One case file, from intake to billing.

Every step of the case lives in the same place, so nothing has to be retyped and nothing gets lost between tools.

From the first call to final billing.

One case file holds every step, so the work moves forward without anyone retyping what is already known.

  • Intake and first call. Capture the family and the details once, the moment the phone rings.
  • Removals and preparation. Track the transfer and care steps against the same case.
  • Services, merchandise, and packages. Build the arrangement from your own catalog, in one view.
  • Billing and statements. The statement reflects what was selected, drawn straight from the case.
Vigil CasesCalendarFamiliesBilling
Active cases
Jane Doe
John Doe
Jane Doe
John Doe
Jane Doe

Jane Doe

Case 2026-0418 · Riverside Chapel · Opened today
Service Saturday Traditional burial Veteran honors Obituary drafted
Obituary, drafted from the case

Every location, one source of truth.

Whether you run one chapel or several, the team sees the same cases, the same calendar, and the same record.

  • One shared case list and calendar. Every location works from the same active cases.
  • Roll-up reporting for owners. See the whole operation, or one chapel, from the same data.
  • Permissions by role. People see what their role calls for, and nothing more.
  • The same process in every chapel. One way of working, wherever the case is opened.
One source of truth
Riverside Chapel
18 open cases
Oakmont
11 open cases
Hillside
7 open cases
Westgate
9 open cases

Built around real funeral work.

The case carries the traditions, the honors, and the people involved, because that is how the work actually unfolds.

  • The traditions each family observes. The case reflects the rites and customs that matter to them.
  • Veterans and honors. Military service and honors are tracked alongside the arrangement.
  • Cremation and burial workflows. Each path has the steps it needs, on the same case.
  • Vendors and third parties tracked in the case. Cemeteries, clergy, and suppliers stay connected to the file.
The details that matter
Traditional burial Cremation Veteran honors Graveside Shiva Repast Pre-need At-need
Why it matters

Less time in the software, more time with families.

When the whole case lives in one place, the work gets quieter. Directors spend less of the day chasing details across tools, and more of it where it belongs.

One place for the whole case. Every step from intake to billing is on the same screen.
Nothing falls through the cracks. What is recorded stays with the case, start to finish.
Your team always sees the same truth. Every location and role works from one record.
The record is complete when the case closes. The full history is intact and searchable.

See Vigil for your funeral home.

A short, no-pressure walkthrough on your own cases. We are taking on a small number of partner homes.