Staff review before saving
A generated handoff or suggested field remains a draft until a person confirms it.
Assistive tools that keep staff in control
Staff can search records in plain English and leave voice handoff notes on a case. Case Memory recalls a returning family’s earlier cases and preferences, and FuneralHQ can read handwritten paper forms into the case. It also reuses case details in mapped forms and keeps uploaded worksheets or notes with the case. A person reviews what each tool produces.
Who it is 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 it replaces
- 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 the assistive tools do
Each tool helps staff with a routine task, and a person reviews what it produces.
- 01
Case-driven form fill
Map document fields once, then populate supported fields from the case record for staff review.
- 02
Paper forms and attachments
Photograph or upload a worksheet or note and keep the original file with the case. FuneralHQ can read handwritten paper forms into the case, for staff to review.
- 03
Voice handoff notes
Staff can leave voice handoff notes on a case. The note stays a draft until a person reviews and saves it.
- 04
Case Memory
Case Memory recalls a returning family’s earlier cases and preferences from the firm’s own records, for staff to review.
- 05
Plain-English search
Staff can search records in plain English instead of clicking through each record.
The product boundaries
Firm records only
Case Memory and record search work from 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.
Shown on a demo
A demo runs each tool on a sample case, including the staff review before anything is saved.
Common questions
Which assistive features are live today?
All of them. Plain-English record search, voice handoff notes, Case Memory, handwriting extraction, case-driven document autofill, and case attachments are live. A person reviews what the tools produce.
Does AI make decisions on its own?
No. The tools produce drafts or suggestions for staff review. Legal, compliance, pricing, and sensitive family decisions stay human.
Can FuneralHQ read a handwritten worksheet into the case?
Yes. FuneralHQ can read handwritten paper forms into the case, for staff to review. The original file stays with the case, and a person confirms the details.
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 the assistive tools on a sample case
We will show plain-English search, voice handoff notes, Case Memory, and handwriting extraction, along with the staff review behind each one.