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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.
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.
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.
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.
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.
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
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Get started
Get started
Request more info
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.
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.
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.
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.
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.
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
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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 more info
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.
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.
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.
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.
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.
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