Next-generation Case Management for Funeral Homes.

CaseNX replaces fragmented tools and manual processes with a single, intuitive platform that keeps every case accurate, organized, and moving forward.

CaseNX Dashboard DesktopCaseNX Dashboard Mobile
Your workflows. Your data. Your independence.

Built for funeral homes that value accuracy, simplicity, and independence.

CaseNX is purpose-built by deathcare professionals to replace disconnected tools and paper-heavy workflows with one clear, reliable system.

Built by Deathcare Professionals

Created by funeral professionals who know real-world operations firsthand.

At-Need & Pre-Need Workflows

Designed to support both immediate and pre-planned cases with the right structure

Burial & Cremation in One System

Manage burial and cremation cases within the same organized workflow.

Independently Built

Privately owned and designed to stay aligned with funeral homes.

Secure, AWS-Hosted Infrastructure

Modern cloud infrastructure designed for security, reliability, and scale.

Works on Desktop & Mobile

Access from any device so the team stays aligned wherever work happens.

Built differently—on purpose.

A system designed to reduce avoidable errors and keep cases moving cleanly, without forcing your firm into someone else’s model.

Built by funeral directors—not investors

Shaped by real operations, not generic SaaS assumptions

Structured for accuracy and operational alignment

Fewer amendments, less internal friction

One source of truth across case types

At-need, pre-need, burial, cremation

Unlimited users included

No per-seat or per-case pricing

Everything you need to manage cases accurately—without unnecessary complexity.

Clear intake, complete visibility, and a single source of truth—so your team stays aligned and families receive consistent care.

Effortless, error-resistant case creation

Guided intake captures required information correctly the first time—for both at-need and pre-need cases.

Start-to-finish case visibility

See each case’s status, next steps, and ownership at a glance—so nothing slips through cracks.

One source of truth—anywhere

Keep the entire team working from accurate, up-to-date information on desktop or mobile.

Accuracy where it matters most

Structured workflows reduce avoidable errors, amendments, and time-consuming back-and-forth.

Everything you need—nothing you don’t.

Thoughtful features designed to reduce mistakes—not add steps.

Guided Case Intake & Information Capture

Structured fields reduce omissions
and inconsistencies.

Customizable Visual Case
Status Tracking

Visual statuses adapt to your at-need
and pre-need workflows.

Case-Driven Workflows
by Case Type

Critical steps are surfaced automatically, reducing reliance on memory or paper lists.

Death Certificate Accuracy & Smart Physician Autofill

Verified data reuse and physician autofill reduce errors and repetitive entry.

Direct Submission to
Vital Statistics

Send death certificate applications directly to local Vital Statistics offices from CaseNX.

Automated Release
Distribution

Required releases are automatically sent to Medical Examiners or hospitals.

Payment &
Review Tracking

Track payment status and Google review follow-up directly within each case.

Secure Case File &
Document Management

Store and manage all case-related documents securely within each case file.

Guided Case Intake &
Information Capture

Structured fields reduce omissions
and inconsistencies.

Customizable Visual Case
Status Tracking

Visual statuses adapt to your at-need
and pre-need workflows.

Case-Driven Workflows
by Case Type

Critical steps are surfaced automatically, reducing reliance on memory or paper lists.

Death Certificate Accuracy &
Smart Physician Autofill

Verified data reuse and physician autofill reduce errors and repetitive entry.

Direct Submission to
Vital Statistics

Send death certificate applications directly to local Vital Statistics offices from CaseNX.

Automated Release
Distribution

Required releases are automatically sent to Medical Examiners or hospitals.

Payment &
Review Tracking

Track payment status and Google review follow-up directly within each case.

Secure Case File &
Document Management

Store and manage all case-related documents securely within each case file.

Enterprise-grade security, built in.

Secure by design. Reliable by default.

CaseNX is built on Amazon Web Services (AWS) using modern security and reliability best practices. Each funeral home’s data is securely isolated, encrypted at rest and in transit, and protected by redundant infrastructure.

Secure cloud hosting
Encrypted data storage and transmission
High availability with built-in redundancy
Infrastructure trusted by organizations worldwide
Simple plans. No surprises.

Fair, transparent pricing—built for real funeral homes.

We price CaseNX to stay aligned with how funeral homes actually operate.
No per-seat fees. No per-case charges. No surprise add-ons.

CaseNX Essentials

Core case management, done right.
Best for single-location or lower-volume operations.
Pricing includes
Full case management across all case types
Unlimited users per funeral establishment
All core CaseNX workflows
Standard support
Fixed monthly pricing (not per case)
Talk to us for pricing

CaseNX Professional

Advanced automation for growing or complex operations.
Best for higher-volume or multi-location firms.
Everything in Essentials, plus
Custom online vitals collection forms
Automatically generated transfer & special request forms
Advanced reporting and operational visibility
Priority support
Custom integrations and workflow extensions
Talk to us for pricing
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See how CaseNX improves accuracy, efficiency, and peace of mind.

If your current systems feel fragmented, paper-heavy, or error-prone, CaseNX offers a simpler, more reliable way to manage cases—without forcing uncomfortable change.

Leave us a message.

Questions? Let’s talk.

Want a custom demo or help choosing a plan?

We’re happy to walk you through CaseNX, explain how it works, and answer your questions.

Submit the form or contact us directly by email or phone.

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