Terms of Use

CaseChase is a chase-execution platform for funeral directors. You open a "case" for a decedent and spin up "agents," one per task, 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 runs automated voice, fax, and email attempts toward a confirmed outcome (for example, that the office promised to fax the certificate, or that certified copies are ready) and surfaces that outcome for you to confirm or deny.

CaseChase does not file the death certificate, does not submit anything to a state registry or vital records office, and does not receive, parse, or store the certificate or its medical content (such as cause or manner of death). The physician completes and faxes the certificate through their own out-of-band process; we chase the people around it.

We may modify, add, or remove features at any time. We will provide reasonable notice for material changes.

You must be 18 years or older to create an account. You must provide accurate information about your funeral home and update it when it changes. You are responsible for everything that happens under your account, including actions taken by anyone you allow to use it. Keep your password secure.

One account per funeral home. If multiple staff members need access, contact us.

You agree NOT to:

• Use CaseChase for any purpose other than completing legitimate death certificates for cases you are legally authorized to handle.
• Submit false, misleading, or fraudulent information.
• Attempt to access another user's account or data.
• Reverse-engineer, scrape, or attempt to circumvent the platform's security or technical limitations.
• Use CaseChase to send unsolicited or harassing communications.
• Resell, sublicense, or otherwise commercially exploit access to CaseChase without our prior written authorization.
• Use the service in violation of applicable law, including but not limited to California Health & Safety Code, CMIA, HIPAA, and CCPA.

You retain ownership of the case data you enter into CaseChase. By using CaseChase, you grant us a worldwide, non-exclusive, royalty-free license to host, store, transmit, display, process, and modify that data solely as necessary to provide you the service. We do not sell, license, or use your data for any other purpose.

You represent that you have the legal right to share each piece of information you enter and to authorize the chases you direct — for example, the decedent and informant details you collect from the family, and the contact information for the parties you ask us to chase on your behalf.

CaseChase charges a single flat activation fee per case. The fee is triggered the first time you spin up an agent on a given case, and is charged at most once per case — running additional agents on the same case never incurs a second charge. Certified copies, when you order them through CaseChase, are billed separately as a flat per-copy fee on top of the state’s copy fee. Pricing is available in the billing section of your account.

A valid payment method on file is required to authorize a chase. You authorize us to charge your saved payment method the activation fee when you first spin up an agent on a case. If a charge fails, we may suspend access to billable features until payment is current.

All fees are non-refundable except as expressly stated or as required by law.

CaseChase's platform, source code, designs, trademarks, and content are owned by CaseChase. You may not copy, modify, distribute, or create derivative works from them without our prior written permission.

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

We act as your funeral home’s authorized agent and agree to keep your case data — including the call recordings and transcripts of attempts we make on your behalf — confidential and accessible only to your account, consistent with our Privacy Policy. We protect that data with encryption, access controls, and audit logging. CaseChase does not receive or store the medical content of the certificate, and we do not act as a HIPAA business associate.

When you spin up an agent, you authorize CaseChase to act as your funeral home’s agent and to place automated voice, fax, and email attempts to the parties you designate, within the cadence you set, until the task reaches an outcome or you 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 responsible for obtaining and maintaining any consent required under the Telephone Consumer Protection Act before we place a call that would reach a family member or other consumer. You represent that you have that consent for each such contact you direct.
• Escalation must be factual and authorized. When a party simply neglects a legitimate request, the agent may, on the cadence you authorize, send a polite reminder and then a firmer reminder that cites the applicable statutory certification deadline. A higher-tier notice stating that you may report continued non-compliance to the relevant medical board is sent only with your per-instance approval; the agent will never send a board-tier notice without it.
• No false or unauthorized threats.You agree not to use CaseChase to make any threat or statement that is untrue, misleading, or not authorized by you, and CaseChase’s escalation messages are limited to factual statements. 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 for material breach of these Terms, suspected fraudulent activity, or as required by law, with notice where feasible.

Upon termination, you may export your case data for a reasonable period (at least 30 days). We retain case data for legally required periods 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, error-free, or meet every regulatory requirement of every jurisdiction. You remain responsible for the accuracy of the information you enter and for meeting your state's specific filing requirements.

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

To the maximum extent permitted by law, CaseChase's total liability for any claim 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. We are not liable for indirect, incidental, consequential, special, or punitive damages, or for loss of profits, revenue, data, or business opportunities.

This limitation does not apply to damages caused by our gross negligence, willful misconduct, or violation of law that cannot be limited under California law.

You agree to indemnify and hold harmless CaseChase against claims, losses, and expenses arising from your violation of these Terms, your misuse of the service, or your violation of 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 a lawsuit, the parties agree to attempt in good faith to resolve the dispute through 30 days of informal negotiations.

We may update these Terms from time to time. For material changes, we will notify you by email or in-app notification at least 30 days before the change takes effect. Continued use of the service after the change constitutes acceptance.

If any provision of these Terms is found unenforceable, the remaining provisions will remain in effect. Our failure to enforce a right or provision is not a waiver of that right.

You may not assign these Terms without our prior written consent. We may assign these Terms in connection with a merger, acquisition, or sale of assets.

hello@casechase.co