By Josh Hilliard, Product Marketing Manager for Passare
Picture this: You just wrapped up a long arrangement conference.
The family shared stories about their loved one, talked through service details, and mentioned a few important dates. The conversation ends, and now you’re left to decipher all the notes or listen back through the recording.
Those options don’t always make finding the next steps any easier. After the meeting, you still have to sort through what was discussed, update the right parts of the case, add tasks for your team, and make sure nothing important gets missed.
What if updating cases was the easiest part of your day? Meet AI Suggestions.🤩
Working hand-in-hand with AI Notetaker, this feature takes what you recorded during the arrangement conference and turns it into suggested case updates, so you never have to sift through notes or retype details manually.
With AI Suggestions, you can keep cases up to date using information already captured during the arrangement conference. It can point out details that may need to be added, like events, appointments, contact information, and checklist items. You review each suggestion, choose what belongs in the case, and stay in control of every update.
Keep reading to see exactly how AI Suggestions works and learn the 3 biggest benefits. 👇
AI Suggestions reviews transcripts and meetings recorded with AI Notetaker to recommend structured case updates, such as vitals, contacts, and checklist items.
Here’s how it works:
🎙️ Record the arrangement conference with AI Notetaker
👀 Review suggested case updates in AI Assistant
✅ Choose what AI Suggestions get applied to the case
From there, accepted suggestions are added directly where they belong, helping your team move forward with fewer manual steps.
Arrangement conferences cover a lot of ground. Families may share service preferences, important dates, contact information, and follow-up needs all in one conversation.
Until now, turning those details into action often meant going back through your notes and manually entering updates after the meeting. AI Suggestions helps reduce that post-meeting busywork by highlighting the information that may need to be added to the case.
Instead of starting from a blank screen, you can review suggested updates and apply the ones that are relevant. That means less time copying notes across different parts of the case and more time focusing on the families in front of you.
Even the most careful notes can miss a detail when conversations move quickly. A family may mention a preferred visitation time, a new contact, or a task your team needs to complete later. Those details are easy to lose track of when they’re buried in a long transcript or scattered across handwritten notes.
This feature helps bring those details forward. After the arrangement conference is recorded with AI Notetaker, AI Assistant reviews the transcript and shares recommendations (AI Suggestions).
Each suggestion is tied back to the conversation, so you can quickly confirm the context before adding anything. You don’t have to search through an entire recording or transcript to find the moment a family mentioned a specific request.
It’s just a faster way to get the right info in the right place without the headache.
When it comes to case information, accuracy and trust are everything. AI Suggestions is designed to support funeral directors, not replace their judgment.
Nothing is added to the case automatically. You review each suggestion first and decide what to accept, edit, or dismiss.
That keeps you in control while still giving you a faster way to handle routine updates. The tool identifies possible next steps, and you make the final call.
Funeral directors shouldn’t have to choose between being fully present with families and keeping case information up to date.
AI Suggestions helps close the gap between what’s discussed in the arrangement conference and what needs to happen next. It gives your team a faster way to turn conversations into action while keeping the funeral director in control at every step.
Want to see how AI Suggestions can help your team save time after arrangement conferences? Request a demo to learn more. 👇