Every Case File Complete, So You Can Focus on the Family
Funeral home case management software for authorizations, contracts, permits, and pre-need records. Velocita Docs gives funeral homes one secure system for case files, authorizations, contracts, permits, pre-need records, and vendor paperwork, so directors spend their time with families instead of chasing signatures and searching cabinets.
Request a Free Proof of ConceptLoggedCase opened
SignedE-signed
GPLOn file
Death Cert.Awaiting county
VendorsPending
ClosedPending
Every case generates a stack of paper, and every stack has to be perfect
A single arrangement can involve dozens of documents from a dozen sources: the family, the county, the physician, the cemetery, the crematory, the florist, the insurance company. They arrive by fax, email, hand delivery, and mail, at all hours. One missing signature or misfiled permit can delay a service, hold up a claim, or become a compliance problem years later.
One case file, complete and secure, available from any location.
A checklist-driven case file
Each case opens with the documents your firm requires for that service type. Directors see at a glance what's on file and what's still missing, so nothing is discovered the morning of the service.
Electronic signatures for families
Authorizations, contracts, and disclosures can be signed in the arrangement room on a tablet or sent to family members out of town through DocuSign or Adobe Sign. Signed copies file themselves.
Capture from fax, email, and scan
Permits, death certificates, physician statements, and vendor invoices are captured as they arrive and attached to the right case automatically, with the source and timestamp recorded.
Pre-need and closed cases, searchable for decades
Pre-need contracts, trust records, and closed case files stay indexed by name, date, and case number, with retention applied automatically and access restricted to the people who should have it.
Your forms. Your service types. Your locations.
A single-location family firm and a multi-chapel operation don't run the same way. Velocita Docs builds the case file around your arrangement forms, your service checklists, your state's requirements, and the way your directors actually move through a case, then makes it available at every location you operate.
- Case checklists match your service types: burial, cremation, shipping, pre-need
- Your General Price List, contracts, and authorizations as the e-forms
- Vendor invoices and cash advance items tied to the case for accurate billing
- Retention follows state board rules and FTC Funeral Rule recordkeeping
We'll build it before you commit to anything.
Give us your arrangement packet and a closed case file. We'll show you the same case as a complete digital record, with family e-signatures and your checklist, before you sign anything.
Request a Free Proof of ConceptOften paired with Funeral Home case management
E-Form Automation
Authorizations, contracts, and disclosures signed in the arrangement room or from anywhere.
Learn moreAccounts Payable Automation
Crematory, cemetery, florist, and vendor invoices matched to the case and approved without paper.
Learn moreDocument Scanning & Imaging
Decades of pre-need contracts and closed case files converted into a searchable archive.
Learn moreShow us a case file. We'll show you it complete, from any location.
No generic demo. No contract. Just a real conversation and a proof of concept built around your arrangement forms and the way your directors work.
Request a Free Proof of Concept