For funeral directors

Get every death certificate filed faster — without the chase.

CaseChase runs the physician, coroner, county, and family chase end to end — by recorded call, email, and fax, on a schedule it keeps so you don't. You confirm each outcome in one click; nothing happens on the family's side or the certificate itself. The cert clears faster, and the whole back-office chase comes off your plate.

30-minute walkthrough with a founder · costs your home nothing · or get started on your own

  • Built with funeral directors in our founding pilot
  • Every call recorded and disclosed as an automated assistant
  • We never touch the certificate, the family's first call, or your EDRS
The job no one built software for

A death certificate isn't a form. It's a chase across four parties who don't work for you.

The physician has to complete and sign it. Sometimes the coroner has to release the case first. The county has to register it. The family has to fill the gaps. None of them answer to you — and until the certificate is filed, nothing moves: not the burial, not the insurance, not the family. So you spend your week reaching, holding, redialing, and re-faxing. It produces nothing you can bill for.

  • The office that never faxes the cert

    The physician's office still hasn't faxed the certificate, so the case sits — and nothing downstream of it can move.

    Today

    Dial, voicemail, callback, missed it. Same office, same case, day after day, and the family waits.

    With CaseChase

    The agent calls, honors any promised time, and follows up until the office confirms it faxed — so the cert files days sooner.

  • Finding the right signer

    The attending doctor has moved on, the covering physician won't sign, and no one at the facility will say who actually certifies.

    Today

    Transferred desk to desk and told to call back, never sure you're even talking to someone who can sign.

    With CaseChase

    When a call reaches the wrong party, the agent opens a find-the-physician chase and works the facility until it reaches the right signer.

  • Hours of chasing you can't bill for

    Roughly 30 minutes a case, 100 hours a year, relaying status across the physician, coroner, county, and family — work that earns the home nothing.

    Today

    Four phone trees, four hold queues, the same question twice — a part-time staffer's week, billable to no one.

    With CaseChase

    One agent per case runs every party and the escalation you've authorized. You mark it up as a documentation fee and keep the margin.

How it works

You open the case. The agent runs the chase. You confirm the outcome.

The same four moves, fired at whoever's holding the case up, for every case:

  1. 01

    Open the case

    Open a case for the decedent with a name and a few key fields. It holds the contacts, the chases you start, and the full history in one place.

  2. 02

    Start a chase

    Pick the party and the goal: fax the certificate, a coroner status, county copies, a family signature. You authorize the cadence just once.

    Physician · fax cert
    County · copies ready?
  3. 03

    The agent runs the attempts

    It calls, faxes, and emails the party, opening every call by saying it's an automated assistant on a recorded line, and reads back only the chase outcome.

  4. 04

    Confirm the outcome

    The result arrives as a clear status flag, whether promised, claims done, or refused. Confirm it or send it back to chase in one click. The agent suggests, and you decide.

    Claims doneconfirm
    ConfirmNot yet
The voice agent

It calls like a professional, on a recorded line, every time.

Point a chase at whatever the case needs — the physician to fax the certificate, the coroner for a status, the county for certified copies, the family for a missing detail. The agent makes the call, gets the outcome — a promise, a status, a redirect — and brings it back as a flag you clear in one click.

  • Opens every call disclosing it's an automated assistant on your behalf, on a recorded line — satisfying all-party consent and AI-disclosure rules.
  • Captures the chase outcome only — a promise, a status, a redirect — and never any medical content. We're open-loop on the certificate.
  • Honors a promised time, retries a no-answer, follows a real redirect, and logs every attempt to the case.
Outbound · Northridge Medical
Records desk · fax cert
Live0123450024680call duration in progress
CaseChase agent
"Hi, this is an automated assistant calling on behalf of Hillside Funeral Home, and this call is recorded. I'm following up on the death certificate for Maria Rodriguez. Has it been completed and faxed yet?"
Records desk
"Not yet, the doctor is signing this afternoon."
CaseChase agent
"Thank you. Would the office be able to fax it over by the end of the day?"
Records desk
"Yes, we'll fax it before five."
Disclosed · recorded · auto-transcribed
Promised — fax by 5 PM
Built to be trusted

You stay in control. The agent never crosses a line that matters.

  • It announces itself, on the record.

    Every call opens by disclosing it's an automated assistant calling on your home's behalf, on a recorded line — built to satisfy all-party consent and AI-disclosure rules in every state we run.

  • It never touches what's sensitive.

    It chases the back-office parties only. It never makes the family's first call, never opens or fills the certificate, never logs into your EDRS, and never handles medical content. We're open-loop on the document.

  • Nothing escalates without you.

    It follows up on a set cadence and brings you outcomes to confirm. Every escalation — and anything firmer — waits for your explicit approval. You're always the one who decides.

Book a demo

See it run on a case that's stuck right now.

What it's worth to you

One change to your back office, four ways it pays off.

For a typical home running ~150 cases a year at a ~$10,000 average, here's what removing the chase is worth — conservatively:

100–200 hrs

of chasing, off your staff's plate every year — 30–60 minutes a case of holding and redialing, gone. A part-time role you no longer have to fill.

Days faster

to a filed certificate — so the family's payout, and your reimbursement, land sooner. The cert gates the insurance claim; we close that gate faster. If you finance the assigned payout at ~4%, every day faster is a day you're not carrying that cost.

~$20K+/yr

in new margin — pass the per-case fee through to the family as a documentation fee and mark it up. You keep the spread, on every case.

$200K–$400K

added to your home's value when you sell — that recurring gain is EBITDA, and homes sell to consolidators at roughly 5–8× EBITDA, so it compounds straight into your enterprise value.

All of it for $100 a case

Passed through to the family as a documentation fee — your home is at zero net cost.

Illustrative estimates for a representative ~150-case home; your numbers depend on volume, average funeral cost, and whether you finance payouts.

Frequently asked

The questions directors ask in the first ten minutes.

How does this make us money?

You mark up a documentation fee to the family and keep the spread, so the chase you do for free today becomes margin on every case. For a typical 150-case home, that's roughly $35K of labor removed plus ~$11K of new high-margin revenue — about $46K of EBITDA impact a year, at no out-of-pocket cost. Homes sell to consolidators at 5–8× EBITDA, so that's roughly $230–370K of added value when you sell. (Per-case price and markup are being set with our pilot homes now.)

Do I have to change how I submit to EDRS, or how the doctor faxes the cert?

No. CaseChase never touches your EDRS and never touches the certificate. The physician completes and faxes it the normal way. We run the chase around the certificate and confirm with you when it lands. We never file it, submit it to the registry, or receive the document itself.

Does the agent record calls, and does it say it's a bot?

Yes to both, on every call. It opens by stating it's an automated assistant calling on behalf of your funeral home and that the call is recorded — satisfying all-party consent and AI disclosure rules nationwide. The recording and transcript stay on the case, so you have a clear record of what was said.

Is this HIPAA-compliant, and does it handle medical information?

We never receive or store the cause of death or any medical content — the doctor faxes that separately. We act as your home's authorized agent to chase the parties around the certificate. A funeral home is generally not a HIPAA covered entity, so HIPAA doesn't bind us as your vendor here. Even so, we protect everything we hold — call recordings, transcripts, contacts — with encryption, access controls, and a full audit trail.

What if my state isn't supported yet?

Sign up anyway. We'll save your details and email you the moment we're live in your area. The chase runs a little differently by county and office, so we expand deliberately. We launch in California first.

Take the worst part of your week off your plate.

Book a 30-minute walkthrough on a case that's stuck right now, and we'll run it with you. Your first agent can be working by tomorrow.

No credit card. No commitment.