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


CaseNX is purpose-built by deathcare professionals to replace disconnected tools and paper-heavy workflows with one clear, reliable system.
Created by funeral professionals who know real-world operations firsthand.
Designed to support both immediate and pre-planned cases with the right structure
Manage burial and cremation cases within the same organized workflow.
Privately owned and designed to stay aligned with funeral homes.
Modern cloud infrastructure designed for security, reliability, and scale.
Access from any device so the team stays aligned wherever work happens.
A system designed to reduce avoidable errors and keep cases moving cleanly, without forcing your firm into someone else’s model.
Shaped by real operations, not generic SaaS assumptions
Fewer amendments, less internal friction
At-need, pre-need, burial, cremation
No per-seat or per-case pricing

Clear intake, complete visibility, and a single source of truth—so your team stays aligned and families receive consistent care.
Guided intake captures required information correctly the first time—for both at-need and pre-need cases.
See each case’s status, next steps, and ownership at a glance—so nothing slips through cracks.
Keep the entire team working from accurate, up-to-date information on desktop or mobile.
Structured workflows reduce avoidable errors, amendments, and time-consuming back-and-forth.

Structured fields reduce omissions
and inconsistencies.
Visual statuses adapt to your at-need
and pre-need workflows.
Critical steps are surfaced automatically, reducing reliance on memory or paper lists.
Verified data reuse and physician autofill reduce errors and repetitive entry.
Send death certificate applications directly to local Vital Statistics offices from CaseNX.
Required releases are automatically sent to Medical Examiners or hospitals.
Track payment status and Google review follow-up directly within each case.
Store and manage all case-related documents securely within each case file.
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.
We price CaseNX to stay aligned with how funeral homes actually operate. No per-seat fees. No per-case charges. No surprise add-ons.
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.
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.