Walk through every screen. From the moment a family completes their pre-planning form, to the director reviewing it, to the full year of guided aftercare support. All under your brand.
Watch the 2-minute overviewWatch the complete flow: director sends an invite, family logs in, director adds families from the dashboard, and the family navigates their full portal — checklist, pre-planning, resources, and more.
Fill in family details and send a branded portal invitation in seconds.
Secure access code login — no password needed. Branded to your funeral home.
Add families, track portal status, and review submitted forms — all in one place.
Checklist, pre-planning questions, grief resources, and document vault.
What Funeral Director Michael sees when he logs in.
Funeral Director Michael logs in to a private dashboard branded entirely to Riverside Funeral Home. He can see every active family, their portal status, and their submitted intake form answers before the arrangement conference begins.
When family member Sarah submits her intake form, Funeral Director Michael sees a clean summary before they meet:
Funeral Director Michael sees family member Sarah's service preferences, wishes, and traditions before they sit down together. No surprises. The conversation starts where it matters.
All active portals, form submissions, and engagement status are visible from a single dashboard. No spreadsheets, no follow-up calls to check in.
The dashboard shows how much add-on revenue has been generated from portal fees this month, so the business case is always visible.
What family member Sarah sees when she logs in.
Family member Sarah receives an invitation by email from Riverside Funeral Home. She logs in and finds everything she needs to navigate the year ahead — organized, private, and branded entirely to the funeral home that served her family.
Scroll down to see each feature explained step by step
The Revenue Opportunity
Add it as a line item on the arrangement invoice. Families say yes because it solves a real problem they are already dreading — and it costs a fraction of the service.
| Families served | 10 |
| Add-on charged per family | $249 |
| Gross add-on revenue | $2,490 |
| Platform cost (Growth) | − $499 |
| Net monthly profit | $1,991 |
"We also include a private digital support portal for your family for the full year. It walks you through everything you need to handle and keeps everything organized in one place. It is $249 and most families find it invaluable."
Families say yes at the arrangement table because the portal solves a problem they are already worried about.
Part 1 of 3: Pre-Planning
After the initial phone call, Funeral Director Michael sends family member Sarah a portal invitation. She receives it by email, sets up her access, and finds a short pre-arrangement form waiting for her. She fills it out at home, at her own pace, before the in-person arrangement conference. By the time they sit down together, Funeral Director Michael already knows everything he needs.
Director makes first contact with the family after the loss.
Director sends a secure invite. Family receives portal access within seconds.
Optional. Family fills it out at home before the first in-person meeting.
Aftercare checklist, document vault, grief journal, and contacts — all available from day one alongside service planning.
The portal delivers value from the moment the invitation is sent.
Families do not wait until after the service to access support. The aftercare checklist, document vault, and grief resources are available immediately — so they can begin organizing their affairs and processing their loss at the same time they are planning the service. The pre-planning form is an optional step they can complete before the first in-person meeting to help the director prepare.
After the initial call with family member Sarah, Funeral Director Michael logs into the Riverside director portal and sends her a secure invitation. Sarah receives it by email, clicks the link, sets a password, and lands on her personalized dashboard showing Riverside's branding and her father's name.
The pre-arrangement form is waiting for her inside the portal, presented as a helpful way to feel prepared before the in-person meeting. No pressure, no sales language. Family member Sarah fills it out at home, on her own time.
Family member Sarah fills out the form from home before the arrangement conference. It covers burial versus cremation preference, viewing wishes, religious and cultural traditions, estimated guest count, cemetery plot status, and military honors. By the time she walks in, Funeral Director Michael already has everything he needs.
Part 2 of 3: Michael Hargrove's Director Portal
Michael logs into the Riverside Funeral Home director portal to add families, review submitted pre-arrangement forms, and track portal activity. No MC Aftercare branding is visible anywhere. It looks and feels like Riverside's own system.
After Robert Johnson's service, Funeral Director Michael logs into the Riverside director portal and enters family member Sarah's name, email, and her father's name. The system sends Sarah a secure invitation instantly, sets up her portal with Riverside's branding, and schedules all anniversary emails automatically.
Two hours after family member Sarah submitted her form, Funeral Director Michael can see the full summary in his director portal. Traditional burial, private family viewing, Catholic mass, 50 to 100 guests, cemetery plot already purchased, and Sarah flagged interest in pre-need planning. Michael walks in prepared.
"Instead of spending the first 20 minutes gathering basic information, I walk in knowing exactly what they want. The conversation starts at a completely different level."
Michael Hargrove, Riverside Funeral Home
Funeral Director Michael's dashboard shows all 8 active family portals at a glance. He can see that 5 families have submitted pre-arrangement forms, 2 have expressed interest in pre-planning their own arrangements, and the Williams family has not yet logged in to their portal so he knows to follow up.
How Riverside Charges for It
The portal is not a cost Funeral Director Michael absorbs. It is a service Riverside delivers, and one family member Sarah is happy to pay for at the arrangement table.
What Funeral Director Michael Says at the Table
"We also include a Digital Aftercare Package for your family. It gives you a private portal for the full year, walks you through every task you need to handle, and keeps all your important documents in one place. It is available as an add-on for $249."
Families say yes almost every time. The alternative is navigating it alone, and they already know how overwhelming that feels.
Add it as a line item on the arrangement invoice. At $249 per family and 10 families per month, that is $2,490 in new monthly revenue against a $499 platform cost.
Include it exclusively in your Silver or Gold packages. Families choosing between tiers now have a concrete, emotionally resonant reason to choose the higher option.
Offer the portal at no charge to families who sign a pre-need contract. One additional pre-need contract per quarter more than pays for the platform for an entire year.
Part 3 of 3: Family Portal
The family portal is where your funeral home's name lives for 365 days after the service. Every feature is designed to be genuinely useful to a grieving family, which means they return to it regularly and they remember who gave it to them.
The family dashboard displays a portrait of their loved one, their name, and a personalized welcome message from your funeral home. It is the first thing they see every time they open the portal. A meaningful, branded touchpoint no competitor can replicate.
Quick-access cards show their checklist progress, documents stored, and when their next check-in email from your funeral home is scheduled.
The checklist covers every legal, financial, estate, and personal task a family needs to complete. From notifying the Social Security Administration in the first week, to closing financial accounts in the first month, to filing for survivor benefits in the first year. Tasks are organized by category with clear timelines so families always know what to tackle next.
"Going through Dad's things today. Found his old watch. I didn't expect it to hit me this hard..."
A personal, mood-tagged journal only the family can see. A meaningful space to process their experience. Never shared with the funeral home.
Families upload and store sensitive personal documents safely in their private portal. Death certificates, insurance policies, wills, and more. Only they can access them.
Families store estate attorneys, financial advisors, insurance agents, and government contacts in one organized place, categorized and accessible from any device.
Your funeral home's name arrives in the family's inbox at 3, 6, and 12 months — automatically. A compassionate touchpoint that keeps your relationship with the family alive long after the service.
The portal includes a curated library of guides covering the probate process, notifying government agencies, managing estate finances, grief support resources, and more. Families access them from their portal — branded as a service from your funeral home.
We will set up a personalized demo with your logo, your colors, and your domain so you can see exactly what your families will experience. No commitment, no credit card.