Case management for funeral homes
Keep every family’s record the way it deserves to be kept.
Dorothy holds the arrangements, the tasks, and the people involved in every case, so your staff always knows what’s done, what’s next, and who to call.
Built with independent funeral homes, for the way they actually run cases
Everything a case touches, in one record.
Dorothy starts with the pieces every home needs on day one, and leaves room to connect the rest as you’re ready.
Case records
One record per case, from the first call to the final invoice. Every service, contact, and document lives in the same place.
Tasks & workflow
See what's due today across every case your team is handling, and who it's assigned to.
Family communication
Send updates and documents to families without leaving the case record.
Connected billing & flowers
Invoicing, florists, and other vendors attach straight to the case as you add them.
How a case moves through Dorothy
See the full workflow →01 · Intake
Open a case the moment a family calls
Capture the details you have on hand. Add the rest as arrangements come together.
02 · Arrangement
Build out the service
Date, location, clergy, merchandise, and the person responsible for each piece.
03 · Service day
Work from one shared task list
Nothing falls through between the chapel, the cemetery, and the family.
04 · Follow-up
Close the record properly
Final invoicing, paperwork, and a case history you can hold onto for as long as you need it.
“We used to track arrangements across three notebooks and a shared inbox. Now every case has one record, and any director can pick it up without starting over.”
— Funeral director, early Dorothy customer