Case management, managed.
1Director's case management features work together to streamline the process of collaborating with families, managing funeral arrangements, and handling invoicing and payments.
Get started
Request a demo
FLEXIBLE
Case management without restrictions
1Director's Funeral Case Management allows you to handle any volume of cases without limitations, providing flexibility for funeral directors managing diverse workloads.
ORGANIZATION
Keep case information, tasks, events, and documents organized and easy to access for your team and for families.
COORDINATION
Assign staff, set deadlines, and manage to-dos with tools that help your whole team stay coordinated and confident.
COMMUNICATION
Easily share updates, collect details, and keep your staff and families informed at every step.
ORGANIZED
Document services
Safely store and organize essential documents within 1Director, streamlining your funeral case management with easy access to important information.
SMART TEMPLATES
Easily create and manage templates that auto-fill with the details you’ve already collected, no extra work required.
E-SIGNATURE
Send and receive secure electronic signatures, making paperwork simple for both staff and families.
ALWAYS ACCESSIBLE
Upload any document to a case — safely stored, easily organized, and always within reach.
STREAMLINE
Digital arrangements
Select a package, personalize every detail, and automatically generate the statement, all in one seamless flow that supports your team and serves every family with care.
FLEXIBILITY
Complete arrangements from anywhere. Families can collaborate with you remotely to select services, share preferences, and stay involved every step of the way.
PACKAGES
Start with a service package and personalize it with meaningful details, making it easy to tailor every arrangement to the family’s wishes.
REAL-TIME UPDATES
Turn selections into a clear, itemized statement with no manual entry — ready to sign and send.
FINANCIALS
Effortless billing
Invoices are automatically generated from your arrangements, families can pay in person or online through the Family Portal, and everything syncs seamlessly with your QuickBooks Online account.
AUTOMATED
Invoices are created automatically from the statement contract — saving time and ensuring accuracy with no extra steps.
CLARITY
Collect payments in person or online. Families can pay through the Family Portal or during arrangements, whichever works best for them
QUICKBOOKS
Every payment, refund, and invoice syncs with QuickBooks Online so your records stay accurate and up to date without extra work.
COLLABORATE
Shared calendar
Keep your staff aligned with one shared calendar everyone can access. View events by case, assign resources, and trust that every update is instantly visible to your team. Public events automatically publish to your website, while private events stay private.
AUTOMATED
View your daily schedule with events neatly grouped by case, making it easy to stay organized and on track.
CLARITY
Switch between hourly, daily, weekly, or monthly views. Create events directly from the calendar and assign resources like rooms, vehicles, or staff.
SYNCED
Because it’s cloud-based, your team always sees the latest updates, keeping everyone informed and in sync.
PERSONALIZED
Memorial themes
Enhance the personalization of funeral services with memorial themes, allowing funeral directors to create unique and meaningful experiences for each family.
LIBRARY
Case details from your team or the family are used to instantly draft a thoughtful, personal obituary.
CUSTOM
Make adjustments together before finalizing — ensuring the obituary reflects the family's voice and wishes.
ADDED EVERYWHERE
Once approved, post the obituary directly to the memorial wall with just a click.
SECURITY
Built secure
1Director is a multitenant SaaS platform designed with security, privacy, and data isolation as foundational principles.
INFRASTRUCTURE SECURITY
Securely deployed in the cloud with certified compliance, physical safeguards, and strong network protection, including HIPAA compliance.
ACCESS CONTROL
Only authorized team members can access data, with strict roles, audit logs, and MFA for all admin use.
DATA PROTECTION
All data is encrypted in transit and at rest, with credentials securely stored in Azure’s Key Vault.
Copyright © 1Director
Sign in
Get started
Case management, managed.
1Director's case management features work together to streamline the process of collaborating with families, managing funeral arrangements, and handling invoicing and payments.
Get started
Request a demo
FLEXIBLE
Case management without restrictions
1Director's Funeral Case Management allows you to handle any volume of cases without limitations, providing flexibility for funeral directors managing diverse workloads.
ORGANIZATION
Keep case information, tasks, events, and documents organized and easy to access for your team and for families.
COORDINATION
Assign staff, set deadlines, and manage to-dos with tools that help your whole team stay coordinated and confident.
COMMUNICATION
Easily share updates, collect details, and keep your staff and families informed at every step.
ORGANIZED
Document services
Safely store and organize essential documents within 1Director, streamlining your funeral case management with easy access to important information.
SMART TEMPLATES
Easily create and manage templates that auto-fill with the details you’ve already collected, no extra work required.
E-SIGNATURE
Send and receive secure electronic signatures, making paperwork simple for both staff and families.
ALWAYS ACCESSIBLE
Upload any document to a case — safely stored, easily organized, and always within reach.
STREAMLINE
Digital arrangements
Select a package, personalize every detail, and automatically generate the statement, all in one seamless flow that supports your team and serves every family with care.
FLEXIBILITY
Complete arrangements from anywhere. Families can collaborate with you remotely to select services, share preferences, and stay involved every step of the way.
PACKAGES
Start with a service package and personalize it with meaningful details, making it easy to tailor every arrangement to the family’s wishes.
REAL-TIME UPDATES
Turn selections into a clear, itemized statement with no manual entry — ready to sign and send.
FINANCIALS
Effortless billing
Invoices are automatically generated from your arrangements, families can pay in person or online through the Family Portal, and everything syncs seamlessly with your QuickBooks Online account.
AUTOMATED
Invoices are created automatically from the statement contract — saving time and ensuring accuracy with no extra steps.
CLARITY
Collect payments in person or online. Families can pay through the Family Portal or during arrangements, whichever works best for them
QUICKBOOKS
Every payment, refund, and invoice syncs with QuickBooks Online so your records stay accurate and up to date without extra work.
COLLABORATE
Shared calendar
Keep your staff aligned with one shared calendar everyone can access. View events by case, assign resources, and trust that every update is instantly visible to your team. Public events automatically publish to your website, while private events stay private.
AUTOMATED
View your daily schedule with events neatly grouped by case, making it easy to stay organized and on track.
CLARITY
Switch between hourly, daily, weekly, or monthly views. Create events directly from the calendar and assign resources like rooms, vehicles, or staff.
SYNCED
Because it’s cloud-based, your team always sees the latest updates, keeping everyone informed and in sync.
PERSONALIZED
Memorial themes
Enhance the personalization of funeral services with memorial themes, allowing funeral directors to create unique and meaningful experiences for each family.
LIBRARY
Case details from your team or the family are used to instantly draft a thoughtful, personal obituary.
CUSTOM
Make adjustments together before finalizing — ensuring the obituary reflects the family's voice and wishes.
ADDED EVERYWHERE
Once approved, post the obituary directly to the memorial wall with just a click.
SECURITY
Built secure
1Director is a multitenant SaaS platform designed with security, privacy, and data isolation as foundational principles.
INFRASTRUCTURE SECURITY
Securely deployed in the cloud with certified compliance, physical safeguards, and strong network protection, including HIPAA compliance.
ACCESS CONTROL
Only authorized team members can access data, with strict roles, audit logs, and MFA for all admin use.
DATA PROTECTION
All data is encrypted in transit and at rest, with credentials securely stored in Azure’s Key Vault.
Copyright © 1Director
How it works
What’s included
Pricing
About
Sign in
Get started
Case management, managed.
1Director's case management features work together to streamline the process of collaborating with families, managing funeral arrangements, and handling invoicing and payments.
Get started
Request a demo
FLEXIBLE
Case management without restrictions
1Director's Funeral Case Management allows you to handle any volume of cases without limitations, providing flexibility for funeral directors managing diverse workloads.
ORGANIZATION
Keep case information, tasks, events, and documents organized and easy to access for your team and for families.
COORDINATION
Assign staff, set deadlines, and manage to-dos with tools that help your whole team stay coordinated and confident.
COMMUNICATION
Easily share updates, collect details, and keep your staff and families informed at every step.
ORGANIZED
Document services
Safely store and organize essential documents within 1Director, streamlining your funeral case management with easy access to important information.
SMART TEMPLATES
Easily create and manage templates that auto-fill with the details you’ve already collected, no extra work required.
E-SIGNATURE
Send and receive secure electronic signatures, making paperwork simple for both staff and families.
ALWAYS ACCESSIBLE
Upload any document to a case — safely stored, easily organized, and always within reach.
STREAMLINE
Digital arrangements
Select a package, personalize every detail, and automatically generate the statement, all in one seamless flow that supports your team and serves every family with care.
FLEXIBILITY
Complete arrangements from anywhere. Families can collaborate with you remotely to select services, share preferences, and stay involved every step of the way.
PACKAGES
Start with a service package and personalize it with meaningful details, making it easy to tailor every arrangement to the family’s wishes.
REAL-TIME UPDATES
Turn selections into a clear, itemized statement with no manual entry — ready to sign and send.
FINANCIALS
Effortless billing
Invoices are automatically generated from your arrangements, families can pay in person or online through the Family Portal, and everything syncs seamlessly with your QuickBooks Online account.
AUTOMATED
Invoices are created automatically from the statement contract — saving time and ensuring accuracy with no extra steps.
CLARITY
Collect payments in person or online. Families can pay through the Family Portal or during arrangements, whichever works best for them
QUICKBOOKS
Every payment, refund, and invoice syncs with QuickBooks Online so your records stay accurate and up to date without extra work.
COLLABORATE
Shared calendar
Keep your staff aligned with one shared calendar everyone can access. View events by case, assign resources, and trust that every update is instantly visible to your team. Public events automatically publish to your website, while private events stay private.
AUTOMATED
View your daily schedule with events neatly grouped by case, making it easy to stay organized and on track.
CLARITY
Switch between hourly, daily, weekly, or monthly views. Create events directly from the calendar and assign resources like rooms, vehicles, or staff.
SYNCED
Because it’s cloud-based, your team always sees the latest updates, keeping everyone informed and in sync.
PERSONALIZED
Memorial themes
Enhance the personalization of funeral services with memorial themes, allowing funeral directors to create unique and meaningful experiences for each family.
LIBRARY
Case details from your team or the family are used to instantly draft a thoughtful, personal obituary.
CUSTOM
Make adjustments together before finalizing — ensuring the obituary reflects the family's voice and wishes.
ADDED EVERYWHERE
Once approved, post the obituary directly to the memorial wall with just a click.
SECURITY
Built secure
A multitenant platform designed for strong security, privacy, and data isolation—delivered through thoughtful architecture and cloud-native safeguards.
INFRASTRUCTURE SECURITY
Securely deployed in the cloud with certified compliance, physical safeguards, and strong network protection, including HIPAA compliance.
ACCESS CONTROL
Only authorized team members can access data, with strict roles, audit logs, and MFA for all admin use.
DATA PROTECTION
All data is encrypted in transit and at rest, with credentials securely stored in Azure’s Key Vault.
Copyright © 1Director