When I built Sacred Grounds, I had one goal: make software so simple that funeral directors could use it without thinking. No training sessions. No support calls. Just software that works the way you work.
But there was always one piece missing. One workflow that still required juggling Word documents, hunting for the right template, copying and pasting names and dates, and hoping you didn’t miss a field.
Today, that changes.
The Problem Every Funeral Director Knows
You’ve lived this scenario: A family comes in. You enter all their information into your system—name, date of birth, service details, everything. Then you switch over to Word to fill out:
- Waivers of liability
- Death certificate verification forms
- FTC General Price List disclosures
- Personal effects records
- Release authorizations
- Transportation permits
Same information. Different document. Copy, paste, retype. Every single time.
And if you need a custom document for your specific state requirements or funeral home policies? You’re building it from scratch in Word, saving it somewhere you’ll hopefully remember, and manually filling it out for each case.
Documents: Stupid Simple, Like Everything Else
The new Documents feature works exactly how you’d expect:
For standardized documents, we’ve built templates for everything you print regularly—waivers, disclosures, personal effects records, and more. Click the document you need, and it auto-fills with the deceased’s information from your case record. Name, dates, service details, family contacts—everything populates automatically. Print or download as PDF. Done.
For custom documents, we’ve added a template builder that’s actually usable. Create your own forms, contracts, or specialized disclosures. Add your funeral home’s logo and information. Set up merge fields that pull from your case records. Build it once, use it forever.
Every document you create gets saved to the case file automatically. No more hunting through folders. No more “which version did I send them?” Everything lives where it belongs—with the case.
Why This Matters
Look, I know document generation isn’t sexy. But it’s one of those things that eats away at your day in five-minute chunks. Five minutes here to fill out a waiver. Ten minutes there to update your disclosure form. Another few minutes tracking down that custom form you made six months ago.
Those minutes add up. More importantly, they’re minutes where you’re fighting with software instead of serving families.
Sacred Grounds is built on a simple principle: funeral directors shouldn’t need to think about their software. It should just work, in the background, letting you focus on what actually matters.
Documents completes that vision. Your entire workflow—from first call to final paperwork—now lives in one place. No context switching. No duplicate data entry. No wondering if you filled out the right field.
Available Now
The Documents feature is live for all Sacred Grounds customers today. No upgrade needed, no additional cost. Just log in and click the new “Documents” tab in any case.
If you’re not using Sacred Grounds yet and you’re tired of juggling systems, check it out. Completely free forever for up to 3 users, and only $49 per team (NOT per user!) for larger teams. Built for funeral directors who want their software to disappear into the background.
Because the best software is the software you don’t have to think about.
Sacred Grounds is practice management software designed specifically for small funeral homes. It replaces paper records and Excel spreadsheets with cloud-based tools that actually work the way funeral directors work—no training required.