Terms of Use

CaseChase is a chase-execution platform for funeral homes. You open a "case" for a decedent and authorize an agent to chase the parties involved — the certifying physician's office, the coroner or medical examiner, the county registrar, and the family. Acting as your funeral home's authorized agent, CaseChase places automated, disclosed, recorded voice calls and sends emails and faxes toward a confirmed outcome, and surfaces each outcome for you to confirm or correct.

As part of the service, CaseChase collects the cause-of-death worksheet: the certifier can complete it through a secure link, or your staff can upload a completed worksheet for the platform to read and your staff to review. The platform prepares registry-ready content from it. CaseChase does not file the death certificate and does not submit anything to a state registry or vital records office — your staff perform the EDRS entry and any filing themselves. How we handle case and medical data is described in our Privacy Policy.

Statuses the agent extracts from calls, emails, and documents are presented for your confirmation; you remain responsible for verifying case status before acting on it. We may modify, add, or remove features at any time, with reasonable notice for material changes.

You must be 18 or older to create an account, and you must provide accurate information about your funeral home and keep it current. A funeral home operates as an organization in CaseChase and may invite multiple staff members, each with their own login. You are responsible for everyone you invite and for everything done under your organization's accounts. Keep credentials secure and remove members who should no longer have access.

You agree NOT to:

• Use CaseChase for any purpose other than progressing legitimate death-care cases you are legally authorized to handle.
• Submit false, misleading, or fraudulent information.
• Direct the agent to contact any party you do not have a legitimate, case-related reason to contact, or use it to send unsolicited or harassing communications.
• Attempt to access another organization's account or data.
• Reverse-engineer, scrape, or attempt to circumvent the platform's security or technical limitations.
• Resell, sublicense, or otherwise commercially exploit access to CaseChase without our prior written authorization.
• Use the service in violation of applicable law, including vital-records, telemarketing (TCPA), recording-consent, and privacy (CMIA, CCPA) laws.

You retain ownership of the case data entered into CaseChase by you, your staff, and the parties who submit information through the secure links sent for your cases. You grant us a worldwide, non-exclusive, royalty-free license to host, store, transmit, display, and process that data solely as necessary to provide the service. We do not sell it or use it for any other purpose.

You represent and warrant that you have the legal right to share the information you enter and to authorize every chase you direct — including the decedent and informant details you collect from the family, the medical worksheet content collected for the case, and the contact information of the parties you ask us to chase. Obtaining and maintaining any consent required from the family or any other third party is your responsibility, not ours.

Fees are set out in your order form and invoice. Unless your order form says otherwise:

• When a fee accrues. A per-case fee accrues when an agent is spun up on a case — that is, when the chase is activated for that case. The fee is not contingent on the case reaching any particular outcome, and it is earned once the agent is activated.
• Pricing. Pricing is custom to your organization and usage-based, as set out in your order form and reflected on your invoice. There is no partial credit or proration for cases you complete, pause, or handle by other means after an agent is spun up.
• Monthly invoice. Accrued fees are billed on a monthly invoice, payable per its terms. We may suspend billable features, or the account, if an invoice remains unpaid past its terms.

All fees are non-refundable except as expressly stated in your order form or required by law. We may change pricing on renewal or with reasonable prior notice.

CaseChase's platform, source code, models, prompts, designs, trademarks, and content are and remain the exclusive property of CaseChase and its licensors. These Terms grant you only a limited, revocable, non-exclusive, non-transferable right to use the service. You may not copy, modify, distribute, or create derivative works from any part of it without our prior written permission. Any feedback you provide may be used by us without restriction or obligation.

You agree to keep confidential any non-public information you receive about CaseChase's product, including features shown in preview.

We keep your case data — including worksheet content, call recordings, and transcripts — confidential and accessible to your organization, consistent with our Privacy Policy. CaseChase personnel may access your workspace for support and platform administration through a tiered internal access system; those sessions are logged, and actions taken that way are attributed to CaseChase in your case history.

When you authorize a chase, you authorize CaseChase to act as your funeral home's agent and to place automated voice, email, and fax attempts to the parties you designate, until the task reaches an outcome or you pause or stop it.

• Every call is recorded and disclosed. The assistant's first words on every call disclose that it is an automated assistant calling on behalf of your funeral home and that the call is recorded. We treat all calls as all-party-consent calls. You consent to this recording and disclosure.
• Calls to families and other consumers (TCPA). You are solely responsible for obtaining and maintaining any consent required under the Telephone Consumer Protection Act before directing a call that would reach a family member or other consumer, and you represent that you have that consent for each such contact you direct.
• Escalation must be factual and authorized. Where a party neglects a legitimate request, the agent may, on the cadence you authorize, send a reminder and then a firmer reminder citing the applicable statutory certification deadline. Any escalation step marked for approval is sent only with your per-instance authorization.
• No false or unauthorized statements. You agree not to use CaseChase to make any threat or statement that is untrue, misleading, or not authorized by you. You remain responsible for the contacts and chases you authorize.

You may cancel your account at any time by emailing hello@casechase.co. We may suspend or terminate your account at any time for material breach of these Terms, non-payment, suspected fraudulent activity, or as required by law, with notice where feasible. Fees accrued before termination remain payable.

Upon termination, you may export your case data for a reasonable period (at least 30 days). We retain case data after termination per the retention provisions of our Privacy Policy.

CaseChase is provided "as is" and "as available." We do not warrant that the service will be uninterrupted or error-free, that any particular party will respond, or that the service meets every regulatory requirement of every jurisdiction. Outcomes extracted by the agent are surfaced for your confirmation and may contain errors; you remain responsible for the accuracy of the information you enter, for confirming extracted statuses, and for meeting your state's filing requirements, including the EDRS entry your staff perform.

To the maximum extent permitted by law, CaseChase disclaims all warranties, express or implied, including warranties of merchantability, fitness for a particular purpose, title, and non-infringement.

To the maximum extent permitted by law, CaseChase's total aggregate liability for any and all claims arising from these Terms or from your use of the service is limited to the amount you paid us in the twelve (12) months before the claim arose. CaseChase will not be liable for any indirect, incidental, consequential, special, exemplary, or punitive damages, or for any loss of profits, revenue, data, goodwill, or business opportunities, whether or not we were advised of the possibility.

Some jurisdictions do not allow certain limitations; where that is the case, the limitations above apply to the fullest extent permitted.

You agree to defend, indemnify, and hold harmless CaseChase and its officers, employees, and agents from and against any claims, losses, liabilities, damages, and expenses (including reasonable attorneys' fees) arising from or related to your use of the service, your data, your violation of these Terms, your failure to obtain a consent these Terms make your responsibility, or your violation of any law or any third party's rights.

These Terms are governed by the laws of the State of California, without regard to its conflict-of-laws principles. Any dispute will be brought exclusively in the state or federal courts located in San Francisco County, California, and the parties consent to the jurisdiction of those courts. Before filing suit, the parties agree to attempt in good faith to resolve the dispute through 30 days of informal negotiation.

We may update these Terms from time to time. For material changes, we will notify you by email or in-app notice at least 30 days before they take effect; continued use after that constitutes acceptance. If any provision is found unenforceable, the rest remain in effect, and our failure to enforce a right is not a waiver of it. You may not assign these Terms without our prior written consent; we may assign them in connection with a merger, acquisition, or sale of assets.

CaseChase Incorporated — hello@casechase.co.