How to Automate Passare

Each family's arrangements live in one Passare case

A funeral home's work is organized around the case: one family, one person who has died, and a service that has to come together within days. Passare is funeral home software that holds that case, from the first call through vitals, the arrangement conference, the contract and the payments.

Directors keep the calendar and the case notes in it, at the desk or in Passare Mobile, tagging a colleague when a task needs moving. The care center logs embalming notes and transfer details, and barcode tracking keeps a digital chain of custody showing where everything is, who handled it and when.

Families join the same case through Planning Center, where they enter vitals, sign documents, edit the obituary with the director and pay by card or bank transfer.

Cemeteries, clergy and newspapers are confirmed one call at a time

The death record waits on a physician's signature, and the cemetery needs an order for the opening and a confirmed time. The clergy member, the florist, the organist and the livery company each need the service details, and each confirms by phone, email or text in their own time.

The obituary then has to reach the website, the local paper and the online memorial, and the family needs one clear summary of what happens when. A director makes those calls and checks between first calls, which come in at any hour.

After the service comes aftercare: a check-in a few weeks later, thank-you cards from the family to everyone who sent flowers, a note before the first anniversary.

Passare

One vendor digest for tomorrow Each service's cemetery, clergy, florist and livery listed with what is confirmed and what is not, before the morning meeting.

Obituaries followed to publication The website, the local paper and the online memorial checked after approval until the obituary appears on each.

Aftercare notes on schedule Check-ins, thank-you card wording and first-anniversary notes drafted on schedule for a director to personalize.

Planning Center and Passare's integrations cover the shared paperwork

In Planning Center, families enter vitals, sign documents, including by scanning a QR code, and pay by card or bank transfer. The death certificate collection checklist sits there too, so a family can see where it stands at any time.

The AI Scanner turns a photo of a handwritten vitals sheet into case data, the AI Writer gives a first obituary draft in seconds, and the AI Notetaker in Passare Mobile records and summarizes the arrangement conference. When a director needs ideas for a personal service, the AI Assistant, trained on teachings from the grief expert Dr. Alan Wolfelt, suggests some.

Obituary edits sync automatically to funeral home websites built by partners such as CFS and MKJ, case details go to memorial printing programs such as Make it! Personal, and financial integrations send tax groups such as Federated and PFA the data they need.

A cemetery office, a parish, a florist and a local paper with its own submission form sit outside those integrations. A director confirms each of them by phone or email with the case open in another tab, and checks the paper's site by hand for the obituary.

Each morning's cases are checked against the people they depend on

Before the morning meeting, the directors read one digest of tomorrow's services in Slack, with the cemetery, the clergy, the florist and the livery listed against each and anything unconfirmed marked. The director goes over a draft confirmation of times and places with the family, then sends it.

When a death certificate checklist is still open close to the service date, the director hears about it in time to call the physician's office that morning.

After the family approves the final obituary, the director learns the same day if it has not appeared in the local paper or on the online memorial.

A few weeks after each service, the director personalizes a drafted check-in to the family. The family reviews thank-you card wording written from the list of people who sent flowers, and ahead of each first anniversary the director reads a remembrance note before it goes to the family.

A director reads each draft before a family sees it

The Passare case already holds what every draft above needs: the service date, the vendors and the family's details. WebRun is an AI agent that works a real Chrome browser, signed in as you, and here that means a Passare login and the firm's email.

Messages to a family, a vendor or a cemetery reach them only from a director, who reads each draft in the firm's email and changes what needs changing before sending. The contract and the vitals in each case stay as the directors entered them, and the firm can limit the agent to reading Passare.

The at-need intake workflow below opens a Passare case from a FrontRunner inquiry; the rest start from a case that already exists.