Case management, managed.
1Director's case management features work together to streamline the process of collaborating with families, managing funeral arrangements, and handling invoicing and payments.
All the features you need.
All your data is streamlined across every touchpoint.
Case management without restrictions
1Director's Funeral Case Management allows you to handle any volume of cases without limitations, providing flexibility for funeral directors managing diverse workloads.
Document storage
Safely store and organize essential documents within 1Director, streamlining your funeral case management with easy access to important information.
Custom task lists
Tailor your workflow with custom task lists, ensuring that each funeral arrangement is managed efficiently and in accordance with individual client needs.
Notes + tagging
Keep detailed notes and utilize tagging features to enhance organization, enabling quick retrieval of pertinent information related to each funeral case.
Memorial themes
Enhance the personalization of funeral services with memorial themes, allowing funeral directors to create unique and meaningful experiences for each family.
Data continuity
Ensure seamless data continuity across your funeral case management, providing a comprehensive and consistent record of arrangements for improved service and compliance.
Staff assignment
Efficiently allocate cases and tasks by assigning them to specific staff members, promoting teamwork and ensuring responsibilities are clearly defined throughout the funeral planning process.
Real-time collaboration
Foster real-time collaboration among team members, allowing instant communication and updates for a synchronized and cohesive approach to funeral case management.