Family Portal
A private space for every family you serve
Every case gets its own secure portal — a place for documents, messages, and resources that belongs entirely to that family.
Most families leave a funeral home with a folder of papers and no idea where to go next. There's no ongoing connection, no place to return to. The digital front door simply doesn't exist.
Your home puts care into every service. A family portal gives families a reason to come back — and gives you a way to stay present long after the service ends.
What's included
Secure and private
Each portal is protected and accessible only by the family and your authorized staff. HIPAA-conscious design throughout.
Case-linked
One portal per case. Documents, messages, and resources are organized around the family you're serving, not scattered across inboxes.
No app to download
Families access the portal from any device with a single link. No account to create. No password to remember.
Connected to check-ins
When an automated message goes out, families return to the portal for context, resources, and next steps — all in one place.
How it works
Create a case
Enter the family and deceased details. The portal is created automatically and immediately.
Invite the family
One email with a secure access link. The family is in within seconds — no friction, no setup.
Stay connected
Communicate, share documents, and check in over the coming year from a single organized place.
See Family Portal in action.
We'll walk through how this works for your home — no pressure, 20 minutes.