Create a case from first call to post-funeral — in minutes.
Every stage of a case, managed in one place.
From the first call to the final invoice — Funeral Office guides your team through every step so nothing falls through the cracks.
Auto-generate your CMA Standardised Price List with exact required wording.
Track every statutory form — cremation chain, green form, coroner orders.
Send estimates and invoices directly to the family with online payment.
Log mortuary records that meet the Scotland Code and protect your practice.
Give families a secure portal to sign documents and pay from any device.
100%
CMA-compliant from day one
∞
Unlimited cases and case records
5 yr
GDPR-compliant record retention built in
1
Click to CMA-compliant price list
Everything a funeral director needs, nothing they don't.
Funeral Office is purpose-built for independent UK funeral directors — not adapted from generic CRM software.
Case ManagementOne entry. Every document.
From first call to ashes returned — every detail entered once, automatically referenced across estimates, invoices, statutory forms, and the family portal. No re-typing.
- Status pipeline: First Call to Closed
- Deceased, next of kin & contact records
- Arrangement details and special requests
- Auto-generated task checklists
Explore Case Management→
CMA ComplianceYour legal obligations, handled.
Generate your CMA Standardised Price List in the exact format required by the 2021 Order — ready to publish in one click.
- CMA SPL generator with exact required wording
- CMA-compliant /prices page export
- Live compliance checker dashboard
- Statutory forms checklist (cremation & burial)
Explore CMA Compliance→
Family PortalDigital arrangements, at their pace.
Send families a secure link to review their arrangement, eSign documents, and pay online — from any device, at any time. Stripe-powered. No account needed.
- Online invoice payment via Stripe
- eSignature for arrangement confirmation
- Arrangement summary and what happens next
- Partial payments and deposit tracking
Explore Family Portal→
CMA-compliant from day one.
Built for independent UK funeral directors.
Enter details once at first call — Funeral Office carries them through every estimate, invoice, statutory form, and family portal automatically.
- Case records from first call to closed
- CMA Standardised Price List generator
- 5-year GDPR-compliant record retention built in
- Family portal with eSignature and online payment
One platform for your entire practice.
Whether you handle 5 cases a month or 50 — Funeral Office scales with your practice without changing how you charge.
Core
Case management and compliance, without the complexity.
Everything you need to run your practice day-to-day — case records, statutory forms tracking, CMA price list generator, scheduling, and GDPR-compliant 5-year record retention.
- Unlimited cases and case records
- CMA Standardised Price List generator
- Statutory forms checklist
- Staff diary and scheduling
Pro
Everything in Core, plus your family portal.
Families can view arrangements, eSign documents, and pay online through their own secure portal.
- Family portal with eSignature
- Stripe-powered online payments
- Deposit and partial payment tracking
- Secure links by email
Built around how funeral directors actually work.
Every module maps directly to the stages of a UK funeral case — from first call to ashes returned.
Create a case at first call and progress it through: First Call → In Care → Arrangement → Confirmed → Funeral Day → Post-Funeral → Closed. Every team member sees the same picture.
Frequently Asked Questions
Quick answers on CMA compliance, case management, and the family portal.
Can't find what you're looking for? Contact our team
Built to scale with your practice.
Funeral Office handles unlimited cases — however many funerals you take on, your workflow stays the same.
Core
Essential case management and CMA compliance tools. Unlimited cases, statutory forms tracking, staff diary, and GDPR-compliant 5-year record retention.
Pro
Everything in Core plus a family portal with eSignature and Stripe-powered online payments.
Multi-branch
Pro for unlimited branches with centralised management, cross-branch visibility, and consolidated reporting. Includes priority support and onboarding call.