Case overview
Every open case with its status, the responsible person and the next dates. Filters by location and stage.
For funeral directors
Software that follows the conversation
Velorio replaces the paper consultation book with software that follows the course of the first conversation — and from which every document the case needs is then produced.
Features
What arrives in daily work
Consultation book in ten steps
The complete first-conversation process with continuous saving. Each step maps to a section of the order confirmation.
Price list with reference values
Your own line items, your own prices, maintained per business. The reference value appears as a hint — it is applied deliberately, by hand.
Three-column allocation
Every line item is assigned to the funeral director, to a third-party service or to the relatives. That keeps the cost overview comprehensible.
Document output
Order confirmation, power of attorney, notification of the death to the municipality and further letters as PDF — in your familiar layout.
Power of attorney with signature
Signed directly on the tablet, with a timestamp and an audit trail. The signed version stays with the case.
Tasks and checklists
An internal checklist per case from your own templates, plus tasks with a due date and an owner. Handovers to the back office are documented.
Locations and team
Several locations, your own staff, invitations by email and graded roles — from the back office to management.
At the family's table
Built for the tablet, not shrunk onto it
The first conversation rarely happens at a desk. Velorio is therefore designed as an installable app for the tablet.
- Handwriting with the pen in free-text fields
- Signature with no perceptible lag while writing
- Large touch targets — at least 44 pixels, 56 on the tablet
- A calm layout that distracts nobody during the conversation
Roles
Everyone sees their part
Management
Full rights within your own business: price list, locations, staff, templates and reporting.
Consultation
Holds first conversations, opens cases, records line items and has the power of attorney signed.
Back office
Records, documents and invoices — without signing rights.
Would you like to see Velorio on one of your own cases?
We will show you the platform along a process from your business. Without obligation.