Staff review before saving
A generated handoff or suggested field remains a draft until a person confirms it.
In development
Form autofill today, with staff-controlled assistive tools in development
FuneralHQ already reuses case details in mapped forms and keeps uploaded worksheets or notes with the case. Voice handoff drafting, Case Memory, and plain-English case search are in development and will keep staff review in front of every saved suggestion.
Who we are building it for
- Directors handing a case to the next shift
- Teams that need prior family context quickly
- Staff who keep useful notes on paper
- Firms that want assistance without automatic decisions
What the roadmap is designed to reduce
- A verbal handoff that fades by morning
- Searching every prior case one at a time
- Repeated document entry
- Treating generated suggestions as verified facts
What works now, and what is being built
The current product handles structured reuse and attachments. The language and memory tools remain roadmap work.
- 01
Available: case-driven form fill
Map document fields once, then populate supported fields from the case record for staff review.
- 02
Available: paper attachments
Photograph or upload a worksheet or note and keep the original file with the case.
- 03
In development: voice handoffs
Turn a spoken staff note into a structured draft that a person reviews before saving.
- 04
In development: Case Memory
Surface related prior cases, contacts, and notes from the firm’s own records for staff review.
- 05
In development: plain-English search
Ask which cases are missing, unpaid, unsigned, or due next without clicking through each record.
The product boundaries
Firm records only
Planned memory and search features are designed around the organization’s own permitted records.
No legal or pricing decisions
Sensitive, legal, compliance, and pricing judgments stay with qualified people.
No automatic family messages
Assistive tools are internal staff workflows and do not send grief responses to families.
Original evidence preserved
An uploaded worksheet or note remains available even when staff later structures its details.
No roadmap sold as live
A demo separates the current form and attachment workflow from the assistive features still in development.
Common questions
Which assistive features are live today?
Case-driven document autofill and case attachments are live. Voice handoff drafting, Case Memory, and plain-English case search are still in development.
Does AI make decisions on its own?
No. The planned tools produce drafts or suggestions for staff review. Legal, compliance, pricing, and sensitive family decisions stay human.
Can a photo of a worksheet fill the case automatically?
Not today. You can attach the photo to the case, but OCR or handwriting-to-field extraction is still a roadmap capability.
Will the tools message families automatically?
No. These assistive tools are designed for internal staff work. Family communication remains a deliberate action in the Messages workflow.
See what works today and shape what comes next
We will show form autofill and case attachments live, then take your handoff and search requirements into the product discussion.