Automate Case File Creation with AI

1. Go to afterword.com and click "Request Demo" or "Get Started"
2. Complete the onboarding form with your funeral home name, state, and contact information
3. An Afterword representative will walk you through account setup and data migration from your current system
4. Install the Afterword mobile app on your smartphone from the App Store or Google Play

What you should see: A dashboard showing your cases, calendar, and notifications after logging in. Troubleshooting: If you're migrating from an existing system (Passare, CFS, FrontRunner), Afterword's team handles data migration, so you don't need to re-enter historical cases manually.

1. In your Afterword dashboard, navigate to Settings → Grace AI
2. Set your funeral home's default communication preferences: how Grace should address families, tone of follow-up messages, your state's standard document requirements
3. Upload your standard document templates if you have them (pre-need contracts, aftercare letters, service program templates)
4. Specify your state's required documents for burial and cremation. Grace will automatically flag when these are missing on a case

What you should see: Grace settings showing your preferences saved and a list of document requirements configured.

1. Create a new case in Afterword
2. When prompted, use the "Scan Document" feature: photograph your handwritten first-call or arrangement worksheet
3. Grace reads your handwriting and populates all case fields automatically, including name, dates, decedent details, family contact information
4. Review the populated case file and correct any misread fields (common with similar characters like 1/l or 0/O)

What you should see: A complete case record pre-filled with your scanned information, with missing required fields highlighted in orange or red. Troubleshooting: If Grace misreads a field, tap on it to edit manually. Over time, Grace learns your handwriting patterns and improves.

1. Once a case is active, Grace automatically sends personalized messages to the family at key touchpoints (you configure which)
2. Standard touchpoints: arrangement confirmation, document request reminders, day-of service logistics, post-service thank-you
3. All Grace-sent messages appear in the case timeline so you can see what families received
4. You can edit any message before it sends if the situation requires a personal touch

What you should see: A timeline showing messages sent by Grace, with delivery confirmation for each.

1. Grace proactively flags cases that are missing required documents or approaching deadlines
2. Check your Grace dashboard each morning to see today's service lineup, pending document needs, and any family messages requiring your response
3. Resolve flagged items directly from the dashboard