Memorial Intelligence
Not another digital filing cabinet.
The operating command center for funeral homes.
Memorial Intelligence connects case management, forms, family communication, body tracking, staff workflow, and financial visibility in one platform — so funeral homes can stop guessing, stop double-entering information, and see what every case is really costing them.
Built by funeral professionals. Designed for real funeral home operations.
- Enter information once — auto-fill forms, documents, and the statement.
- Track every case from first call to final disposition with a 7-stage workflow.
- Required signatures, missing approvals, and compliance gaps — surfaced automatically.
- See true cost and margin clarity on every case — not just at year-end.
Enter information once. Auto-fill forms. Track every case. Protect every step. See true cost before margin disappears.
Demo-first, trial-second — we configure your account before your 30-day trial begins.
Built for funeral homes that need more than a digital filing cabinet — Memorial Intelligence is an operations command center for case management, pricing clarity, staff workflow, and informed decision-making.
View pricing details.
When a funeral home joins the Memorial Intelligence family, they receive a ready-to-use, branded 11-inch Memorial Intelligence tablet included with onboarding. Directors bring this tablet into the arrangement conference, enter the family's information as it's shared, and every form is automatically populated across the system. When it's time to sign, the tablet is simply turned toward the family for secure digital signatures. This eliminates clipboards, removes double entry, and gives families a modern, professional experience during an emotional time.
The difference
Not just another digital filing cabinet.
Legacy funeral home software was built to store information. Staff enter case details, forms, contacts, documents, and records — and the system holds them. That is recordkeeping, not operations.
Memorial Intelligence is built differently. It does not just hold the case file. It helps your team see what is missing, what needs attention, what still needs approval, and whether each case is being handled profitably — in real time.
- What has been completed
- What is still missing
- What needs review
- What still needs a signature
- Where staff attention is needed
- Where compliance risk may exist
- Whether the case is being handled profitably
- What actions need to happen next
Workflow visibility. Staff accountability. Pricing clarity. Operational control. Real-time decision support.
Built Around the Reality of Funeral Home Operations
Every call involves workflow, compliance, documentation, and money — most of it invisible inside legacy funeral home management software. These are the details that determine whether a case was handled correctly and whether it was profitable, and most operations have no reliable way to see them in real time.
Memorial Intelligence is the funeral home operations platform that connects these realities. It gives owners, managers, and staff continuous visibility into what is happening across their operation — from individual case progression to facility-wide performance — so every decision is based on real information, not assumptions.
Workflow intelligence. Real-time case visibility. Operational decision support. That is what separates a funeral home operations command center from traditional management software.
Funeral Home Case Management That Actually Moves Cases Forward
Every call involves workflow, compliance, documentation, staff accountability, and money. Most funeral home operations software captures the data — but it does not tell you what still needs to happen, where the case is stuck, or whether the pricing was right.
Memorial Intelligence connects funeral home case management to operational decision support — so staff know what is expected, managers can see where cases stand, and owners understand profitability without waiting for year-end reporting.
The result is not better recordkeeping. It is funeral home workflow software that supports case progression, staff accountability, pricing clarity, and real-time operational control for funeral homes of every size.
Case progression tracking. Funeral home profitability tracking. Operational decision support — built into the way you already work.
The difference
Why traditional funeral home software falls short
Most funeral home software was built to store case information. That is no longer enough. Modern funeral homes need operational visibility, workflow accountability, financial clarity, family communication, document automation, and body tracking in one connected system. Memorial Intelligence is different because it does not just hold information — it helps the funeral home act on it.
Traditional funeral home software
- Stores case data — requires duplicate entry
- Focuses mostly on records, not workflow
- Forms, payments, communication, and tracking are separate
- Limited real-time margin or cost visibility
- Documents what happened — after the fact
Memorial Intelligence
- One source of truth — enter once, auto-fill everything
- Connects cases, workflow, staff, and documents in real time
- Forms, payments, family communication, and body tracking — unified
- True cost and margin visibility before profit disappears
- Helps owners and staff manage the work while it is happening
Three Intelligence Layers
Memorial Intelligence organizes your operation into three connected layers of intelligence — each one giving owners and operators a clearer picture of what is actually happening inside their business.
Case Intelligence
Every case carries its own economics — merchandise, services, cash advances, labor, and third-party costs. This layer connects them so you see true case profitability, not just what was charged.
Operational Intelligence
Staffing patterns, resource utilization, facility scheduling, compliance tracking, and workflow status — surfaced continuously so managers can identify bottlenecks before they become problems.
Financial Intelligence
Margins, overhead allocation, pricing governance, and collections health — organized for owners and accountants who need defensible numbers, not just revenue totals.
The Infrastructure Behind the Intelligence
Everything Your Operation Needs — Included in Your Subscription
Each module below is not just a feature — it is part of the connected infrastructure that feeds case, operational, and financial intelligence across your organization. Together, they give you clarity, efficiency, and profitability you cannot get from disconnected tools.
Tap any category to see details
- 7-stage Kanban pipeline (Initial Contact to Closed)
- Automatically builds full obituary from Stat Sheet
- Enter information once — auto-populates all forms
- Cremation Authorization auto-added when selected
- Death Certificate pricing auto-calculates
- Auto-assigned checklists by service type
- Real-time whiteboard display for lobby TVs
- Operations forecast and reporting
- Case-Level Clarity (Behind the Scenes): Memorial Intelligence brings key case costs together so nothing gets missed or overstated at year-end
- Family edits and finalizes obituary
- ESIGN/UETA-compliant electronic signatures
- Upload photos securely
- Complete and sign forms online
- View Statement of Goods & Services
- Order merchandise online
- Secure messaging with staff
- Personalized condolence letters
- Kids Korner grief support section
- Fingerprint capture with engraving-ready output
- Handprint capture with palm line preservation
- Photo Studio with auto-enhance & repair
- Decorative frames and manual adjustments
- Photo albums and organization
- Secure share links for families
- Print-ready downloads
- Chain-of-custody tracking for decedents
- QR code scanning for movement recording
- Visual timeline for each case
- Custom storage locations per facility
- Complete audit trail
- State-specific Death Certificate portals
- Cremation Authorization (family-fillable)
- Statement of Funeral Goods & Services
- FTC-compliant locked legal text
- Customizable statistical reports
- Upload your own organization forms
- Every form auto-filled from Stat Sheet
- Clergy database with fee tracking
- Musicians & Talent directory
- Venues & Service Locations
- Cemetery database
- Auto-populate into Goods & Services
- Town Hall contacts for each state
- Standalone invoice system
- Customizable invoice templates
- Shareable invoice links for families
- Payment tracking
- Merchandise auto-fills from case
- Print-ready invoice format
- More than invoices: Families see clear statements, while the system tracks what the funeral home actually paid per case — separating family pricing from internal costs for cleaner reporting
- Schedule chapels, vehicles, staff
- Conflict detection prevents double-booking
- Shared calendar for staff, chapels, vehicles, and service scheduling
- Staff assignments & reminders
- Visual timeline view
- Searchable knowledge base
- Categorized help articles
- Contextual help icons throughout
- Built-in starter content
- Easy article creation for admins
- ADA compliant (WCAG 2.1 Level AA)
- CSRF protection on all forms
- Rate-limited login attempts
- Strong password requirements
- Complete data isolation per tenant
- Role-based access control
- Full activity audit logs
Understand the cost structure behind each service type so pricing decisions are grounded in real numbers rather than estimates.
- Cost visibility by service type and case
- Break-even reference by service category
- Overhead allocation across all cases
- Organized reporting for owners and accountants
Monitor the profitability of service selections as they are made, ensuring your firm meets its financial goals.
- Live profit margin updates during arrangement
- Visual indicators show case profitability
- Daily, weekly, monthly margin dashboards
- Compare actual vs. target margins
Protect your bottom line with built-in alerts that flag cases falling below your required profit thresholds.
- Configurable profit threshold warnings
- Automatic alerts when margins drop too low
- Manager approval required for below-threshold cases
- Prevent accidental pricing errors before contracts are signed
Move beyond basic record-keeping to a system that assists in making informed, data-driven pricing decisions.
- GPL pricing engine with cost-based recommendations
- Historical pricing analysis and trends
- Competitive positioning insights
- Annual price review recommendations
- Custom branding colors & fonts
- Upload your logo
- Customizable Statement templates
- Customizable Statistical Report templates
- Customizable Condolence Letter templates
- Live preview before printing
Every module feeds into the intelligence layers above — giving you continuous visibility into case economics, operational performance, and financial health without changing how your team works.
Measurable Business Impact
Memorial Intelligence does not just organize your operation — it surfaces the information that drives better outcomes. Here is what that looks like in practice:
Cost Visibility
See the true cost of every case — not just what was charged. Invisible expenses become visible, defensible, and actionable.
Margin Recovery
Identify margin leaks as they happen — not months later. Real-time tracking means corrections happen before revenue is lost.
Staffing Clarity
Understand where labor is being allocated and whether staffing patterns support sustainable operations — before burnout forces the conversation.
Operational Consistency
Connected workflows ensure every case follows the same reliable process — reducing errors, missed steps, and compliance gaps from first call to final arrangement.
Clarity That Protects Your Business
Most funeral homes know what they charge — but not what each call truly costs once staffing, vehicles, merchandise, and time are factored in. Memorial Intelligence brings those pieces together quietly in the background, giving owners and accountants clean, defensible information without adding work for staff. This clarity helps organizations operate responsibly, support staff, and maintain compliance — without relying on hidden strain or guesswork.
- No time clocks or complicated data entry
- Works for funeral homes of every size
- CPA-ready reporting at year-end
Clarity that can prevent overpaying at tax time.
Tax outcomes vary. Memorial Intelligence provides organized reporting for your accountant; it does not provide tax advice.
Ready for Operational Clarity?
Join the organizations gaining real-time visibility into case economics, operational performance, and financial health
Intelligence-driven operations — at a fraction of legacy platform costs
Founding Partner enrollment is now open for a limited group of funeral homes.
Selected funeral homes receive early access, preferred pricing, and priority support.
Ready to Join Memorial Intelligence?
Founding Partner enrollment is now open for a limited group of funeral homes.
Selected funeral homes will receive early access, founder-led onboarding, preferred pricing, and priority support before Memorial Intelligence becomes publicly available.
Already have access? Partner LoginFamily Portal
Secure access for families to view memorial service information and complete necessary forms
Use your case number to loginWhat Funeral Professionals Are Saying
“As a funeral home owner, I use Memorial Intelligence in our day-to-day operations, and it has made a real difference in how we manage cases and understand our business. Before using it, important information could be spread out between paper files, notes, emails, texts, and different staff members. Memorial Intelligence gives us one place to track each case, see what still needs to be done, and keep the details organized from first call through final disposition. One of the biggest eye-openers was realizing we were losing money on every direct cremation and did not even know it. Once we could see the real cost of each case, including staff time, crematory costs, mileage, overhead, and cash advances, it changed the way we looked at our pricing and operations. The visibility is one of the biggest benefits. I can look at a case and quickly understand where things stand, what has been completed, what is missing, and what needs attention. That helps prevent missed steps and makes it easier for everyone to stay accountable. It has also helped with communication and workflow between our locations. Instead of relying so much on memory or constantly asking for updates, the information is easier to find and easier to follow. What I appreciate most is that Memorial Intelligence was clearly built by someone who understands funeral service. It fits the way funeral homes actually work, not just how software companies think they work. I would recommend Memorial Intelligence to any funeral home that wants better organization, stronger case tracking, clearer communication, and a better understanding of what each case is truly costing them.”
Share Your Experience
Using Memorial Intelligence at your funeral home? We'd love to hear from you.
Reviews are reviewed before appearing publicly.