Features
One connected platform for the whole arrangement — intake, documents, signatures, payments, and memorial stationery.
First call and intake
Guided first-call forms capture the details that matter while the family is still on the phone. Everything is encrypted and saved as you type, so nothing is lost if the call ends abruptly.
Case management
Vital statistics, documents, family preferences, and task checklists live on one case record that the whole team can see from any device. Enter a name once and it flows into every form that needs it.
Contracts, signatures, and payments
Build the contract from your own catalog, present it to the family, and collect legally binding e-signatures and payment without leaving the case.
Memorial stationery
Generate prayer cards, programs, and announcements from the case information you already entered, with AI assistance that never invents facts about the deceased.
Family portal
Share documents, catalog selections, and updates with the family through a secure portal instead of email attachments and voicemails.
See it on your own case
A 30-minute walkthrough covers intake through signature.
Book a demoHave a specific feature question? support@ritepath.com