Secure family portals
Each case gets a private link where families can complete arrangement details, view documents, upload photos, request changes, and see what still needs attention.
Parting Portal brings automated answering service, client text messaging, case management, online arrangements, e-signatures, payments, document collection, live video and conference calls, obituary writing, service folders, hosted funeral home websites, reminders, and follow-up automation into one connected platform.
Questions before you get started? Call 866-840-6006.
Built for funeral homes that need every call, case, form, payment, and family conversation to land in the right place.
If you are trying to complete forms or view information for a loved one, please use the secure family portal link from your funeral home. If you cannot find it, contact the funeral home directly and they can resend it.
Choose the products you need today and combine them as your operation grows. Case Management, Automated Answering Service, and Tech Support can each stand on their own or work together; Website, Obituaries, Marketing, and Reputation are available with Case Management.
The complete family portal and case management platform, designed to take a family from first invitation through secure payment, signatures, and memorial content.
Website and Marketing require Case Management. Each additional Case Management location is $299/month. Answering Service includes a one-time $99 phone provisioning fee per location, and a prepaid minute package is required. Tech Support is available on its own or at the add-on rate with any other Parting Portal service.
Call us at 866-840-6006, or tell us a little about your funeral home, group, or call center workflow. We can walk you through family portals, cases, documents, client texting, video and conference calls, answering service workflows, hosted websites, obituary publishing, tribute videos, service folders, marketing, payments, and multi-location administration.
A polished public experience for families, paired with a practical operations hub for funeral directors, managers, and after-hours teams.
Each case gets a private link where families can complete arrangement details, view documents, upload photos, request changes, and see what still needs attention.
Guide families through need type, package choices, memorial goods, details, services, completion, statement of goods and services, signing, and payment.
Store and send PDFs, price lists, and other reference documents, then track PandaDoc signature status without losing the thread.
Keep reference documents organized for staff and the Agent, with clear sharing controls for every uploaded file.
Build polished location websites with custom domains, templates, colors, homepage sections, service pages, obituaries, photos, and family portal connections.
Draft, edit, review, and publish obituaries from the case record, using family-submitted text, service details, selected photos, and staff edits.
Families and staff can upload photos or clips, choose music, arrange slides, add captions, adjust image placement, and share a hosted memorial video.
Design printable and shareable service folders with reusable templates, uploaded photos, custom text styling, booklet PDFs, and virtual memorial links.
Collect online payments, record cash or check payments, track balances, and keep a simple ledger for every case.
Let The Agent answer common questions, collect caller details, understand urgency, route calls, and offer to send arrangement links or price lists when appropriate.
Manage call records, video conferences, messages, outcomes, opportunities, follow-ups, on-call schedules, calendars, staff directories, and location settings in the same portal.
Communicate with families by text for quick updates, reminders, document links, payment follow-up, and arrangement coordination while keeping the conversation connected to the location.
Send family portal invitations, document reminders, payment reminders, PDF emails, staff notifications, text follow-ups, and case activity alerts with less manual follow-up.
Keep on-call staff schedules, 24-hour availability, escalation order, and location-specific routing organized for every assigned location.
Each location can manage arrangement options, pricing, staff, branding, documents, forms, messaging registration details, and operational preferences.
Built-in multi-location and portfolio-level administration helps larger funeral home groups standardize operations while still giving each location its own settings, branding, users, and workflows.
Manage location marketing activity, contacts, campaigns, and growth workflows alongside the operational tools your team already uses daily.
Support reputation growth with review-focused workflows, survey collection, feedback tracking, and follow-up opportunities tied back to each location.
Keep Facebook-related outreach, social engagement tasks, and marketing follow-ups connected to the same location and portfolio structure.
Families should not have to search through old messages for a form, a payment link, a price list, or an obituary upload. Parting Portal gives them a single, secure home base.
Show what needs attention and what is already complete.
Families can draft obituary text, share service notes, choose an obituary photo, and upload tribute photos for staff review.
Photos, captions, music, printable service folders, and shareable memorial pages can live with the obituary instead of becoming another disconnected project.
Statements, price lists, forms, and required packets live together with plain-language statuses.
A clearly labeled automated page guide and staff-ready notifications help families find the next step.
Parting Portal is designed around the rhythm of real funeral home work: calls, routing, family intake, forms, documents, payments, staff tasks, and follow-through.
The answering service team captures details, identifies urgency, routes calls, and creates follow-up work.
Staff can create a case with as little as a name and email, then send the family portal link.
Families provide arrangement details, vital statistics, service preferences, documents, photos, obituary details, tribute media, signatures, and payment, with staff able to assist live on forms when needed.
Staff sees cases, calls, video conferences, reminders, requests, invoices, contracts, payments, obituary publishing, tribute videos, service folders, and activity in one place.
Import existing cases and documents when you join, and export your cases and documents whenever you need them—without vendor lock-in. Importing existing data is subject to your current provider making that data available in a usable export.
Use Parting Portal as a polished online arrangement platform, family document hub, live form collaboration tools, hosted website builder, obituary writer and publisher, tribute video studio, service folder designer, payment assistant, client messaging tools, automated call management, marketing tools, Google review and survey workflow, Facebook follow-up hub, on-call calendar, reminder engine, and call center operations. Multi-location and portfolio-level administration is built in for larger funeral home groups, with centralized oversight and location-specific control.
Get a demoThe interface is quiet where it should be, clear when families are stressed, and structured enough for repeated daily use by staff.
Standardize answering service workflows, client texting, call records, on-call routing, case intake, document delivery, website management, obituary publishing, tribute videos, service folders, price-list access, payment collection, reminders, Google review requests, surveys, Facebook follow-ups, portfolio oversight, and location settings without stitching together separate tools.
If you are a family member looking for forms, payment, obituary photos, or documents, you will need the secure family portal link sent by your funeral home. This public page is for learning about Parting Portal, not for opening a specific case.
Walk through automated answering service, client text messaging, family portals, case workflows, hosted websites, obituaries, tribute videos, service folders, video calls, payments, marketing, reviews, calendars, staff routing, and multi-location administration with a product specialist.
Questions? Call 866-840-6006.