Lethra for funeral homes
Case management that does the paperwork with you
Every case, document and task in one place. The assistant drafts documents from your templates, uses details from calls and meetings, and keeps tasks up to date. Nothing is sent without your approval.
Case files
Every family, one file.Nothing slips through.
From the first call to the last invoice, one file per family. Your assistant drafts the documents, keeps tasks current and writes to the family, so your team spends its time on people, not paperwork.
- 01One file per familyDetails of the deceased, contacts, ceremony and timeline in a single place.
- 02The assistant does the legworkIt drafts contracts, notices and emails from your own templates, and fills in the details straight from the call.
- 03You approve, nothing sends itselfEvery email, document and update waits for your sign-off before it goes out.
How it works
- 01
A case starts
Bring the available details into the case, then review the information captured from calls and meetings.
- 02
Work is prepared
The assistant drafts documents and emails and suggests the next tasks.
- 03
You review and send
Check the drafts, approve them, and the case moves on.
What you get
- Documents from your own templates, as PDF or Word
- Tasks and workflows per case
- Meeting recordings turned into notes
- Emails drafted for your approval
Questions
Common questions
A case brings the loved one’s details, tasks, documents and relevant conversations into one workspace. The assistant uses that context when preparing work, instead of making staff re-enter the same facts in every draft. Staff can check and correct the underlying details.
Yes. Templates provide the structure for case documents, with the available case details used to prepare drafts. You can work with PDF or Word outputs. Review names, dates and any missing fields before sharing the document.
The assistant can prepare paperwork and help maintain internal tasks and records. Outgoing case emails and other consequential actions are presented for staff approval. Automation helps prepare the work; it does not remove your responsibility to review it.
Recordings can be transcribed and used to prepare notes and extract relevant information. Your team reviews the extracted information before applying important changes. Check names and dates carefully, particularly when a recording is unclear.
No. Families use the family portal for the information, requests and documents shared with them. Their arrangement view is not a copy of the staff workspace. Access and decision-making roles stay tied to the specific case.
Family wishes, requests and shared documents give staff context within the case. A request to add a service still goes to your team rather than becoming an automatic order. This keeps the family conversation connected to the work your staff prepares.
Pricing
The software is free. You only pay for the intelligence.
Every feature is included for selected funeral homes. Access is by application; you pay for AI and provider usage, such as calls and messages, at cost. Your ad budget stays separate and goes straight to the ad platforms.