The AI-native family experience layer for funeral homes.
Harbor handles the family journey from first call through aftercare. Sage answers after hours, families arrange online, tribute video finishes in minutes, and every family gets a lifetime KinWell account under your brand.
Book a demoWhat Harbor ships
Six capabilities, one platform.
Harbor is not a case management replacement. It is the layer families actually experience, from the first call through years after the service.
Case & Family Management
Your caseload, organized for the family experience.
Harbor maintains every active case with status from intake through aftercare, running alongside your existing case management system.
Learn moreSage Intake Agent
24/7 AI voice and chat that replaces your answering service.
Sage captures full case details after hours, books arrangement meetings, and texts your on-call director with a summary in under a minute.
Learn moreMemoryReel
AI tribute videos with photo age-sorting and music matching.
Families upload photos; Sage produces a finished tribute in cinema, social, and DVD-ready formats without hours of manual editing.
Learn moreArrangement Companion
Guided arrangement before the in-person meeting.
Families walk through every service decision online, draft the obituary with Scribe, and submit for director review in under 20 minutes.
Learn moreLifetime KinWell Account
Every family gets the full consumer suite, forever.
Scribe, Monument, Manifest, Roundtable, Cornerstone, and more, provisioned automatically and co-branded with your funeral home.
Learn moreVeteran Form Digitization
Pre-filled VA burial benefit PDFs in minutes.
Upload a DD-214, confirm eligibility, and generate the five most common VA forms for the family or director to review and submit.
Learn moreCase & Family Management
Every family in your caseload, one clear view.
Harbor is your dashboard for the family experience, not a replacement for body custody, scheduling, or billing. See who you are serving, where they are in the journey, and what needs attention today.
- Active Families view with status from intake through aftercare and closed.
- Cases created by Sage Intake or added by your team in Harbor, all in one place.
- Runs alongside your existing case management system, or fully standalone if you do not have one.
- Family roster, primary contact, and director assignment on every case.
- Status advances automatically as families progress through Arrangement Companion.
Sage Intake Agent
Answer every call. Capture every case.
Families call at 2 AM. Sage answers with your funeral home name, walks through intake, and creates a Harbor case before your director wakes up. No more lost cases to whoever picks up first.
- Dedicated phone number per location, forwardable from your existing line.
- Three voice personas: warm, formal, and neutral, selectable per location.
- First-call intake captures decedent details, body location, and family contact.
- Urgency classification with optional live transfer to the on-call director.
- Director SMS with AI summary and Harbor case link within 60 seconds of call end.
MemoryReel
Tribute videos without the production grind.
Upload 30 to 300 photos. Sage sorts by era, matches music, adds captions, and renders a finished tribute your families can share at the service and online.
- Mobile-friendly photo upload with live progress and background age analysis.
- EXIF and AI vision sorting for a chronological tribute timeline.
- Curated music library matched by era, mood, and service style.
- Output in 16:9 cinema, 9:16 social, 1:1 square, and DVD-ready 4:3.
- Finished tribute videos delivered in minutes, ready before the service.
Arrangement Companion
Families arrive prepared. You focus on care.
The average arrangement meeting runs 90 to 120 minutes. Harbor families complete decisions online first, so your in-person time goes to listening, not paperwork.
- 14 decision categories from disposition through final review and deposit.
- Families pause and resume across sessions with continuity preserved.
- Scribe-powered obituary draft and MemoryReel kickoff in the same flow.
- Director single-page summary with inline edits and approval in under 20 minutes.
- Approved arrangement exports as a PDF your team can save or upload into your existing system.
Lifetime KinWell Account
Every family you serve gets the full platform, forever.
When you add a family member to a Harbor case, KinWell provisions a permanent account at no cost to them. Your funeral home stays visible in their experience long after the service, and families have a structured path into estate work when they are ready.
- Scribe, Monument, Manifest, Roundtable, Cornerstone, Settle, InCase, and more.
- Automatic provisioning when a family member is added with an email.
- Co-branded invitation from your funeral home, not a generic signup.
- Lifetime access with no payment required from the family.
- Private estate data stays with the family; your team sees Harbor case context only.
Where Harbor fits
Harbor works with your existing stack.
Your CMS handles operations. ASD handles after-hours calls today. Harbor replaces the family-facing gap between them.
After hours today
Answering service
ASD or similar captures messages that staff re-enter manually the next morning.
Operations
Your case management
Your existing case management system stays in place. Harbor does not replace it, and your team keeps using it the way they do today.
Family experience
Harbor
Sage Intake, Arrangement Companion, MemoryReel, lifetime family accounts, and veteran forms.
Veteran Form Digitization
VA forms pre-filled from the case file.
When veteran status is confirmed, Harbor extracts service data from the DD-214 and generates printable PDFs for burial benefits, headstone requests, burial flags, and military records requests. Your team reviews before the family signs.
Harbor is not a VA accredited representative. We pre-fill forms; your firm or the family submits them.
V1 forms supported
- VA Form 21P-530EZ — Burial Benefits
- VA Form 40-1330 — Headstone or Marker
- VBA-27-2008-ARE — Burial Flag
- VA Form 40-10007 — National Cemetery Eligibility
- SF-180 — Military Records (DD-214 retrieval)
Trust & security
Bank-level security, built into every layer.
Harbor follows the same security patterns used across KinWell. Strong encryption, scoped access, and audit documentation your firm expects.
Bank-level encryption
AES-256 at rest and TLS 1.3 in transit. Encrypted, geographically redundant backups.
Full audit trail
Every intake, permission change, and case event logged for your records and review.
Row-level security
Funeral home staff and family members access only the data they are authorized to see.
Security best practices
Continuous review, hardened access controls, and least-privilege defaults across the platform.
Frequently asked
Questions funeral directors ask before a demo.
Does Harbor replace my case management system?
No. Harbor runs alongside your existing case management system. You keep body custody, scheduling, inventory, and billing exactly where they are today. Harbor owns intake, family coordination, tribute video, and the post-service relationship.
How does Sage Intake compare to ASD?
Sage answers 24/7 with voice and chat, captures structured case data, creates a Harbor case automatically, and notifies your director by SMS with the case link in under a minute. Your team reviews the case in Harbor and updates your existing system on your own schedule. Most homes replace ASD entirely for after-hours coverage.
What does the family see on KinWell?
A co-branded portal with your funeral home name and logo. They get arrangement tools, memorial pages, document vault, and estate continuation features. Your team sees Harbor case data and contact info, not private Cornerstone or Manifest contents.
Does Harbor integrate with my case management system?
Not in V1. Harbor runs alongside your existing system, and your team works cases in both. Passare and Gather API integrations are planned for V2. Homes without a case management system today can run Harbor entirely standalone with Sage Intake and manual case creation.
What veteran forms does Harbor generate?
Harbor pre-fills VA Form 21P-530EZ, 40-1330, VBA-27-2008-ARE, 40-10007, and SF-180 from DD-214 data and case details. Harbor does not file claims or provide legal advice; your team or the family reviews, signs, and submits.
How do we get started?
Book a 30-minute Harbor demo. We walk through Sage Intake, a MemoryReel render, Arrangement Companion, and how lifetime family accounts are provisioned. Pilot partners receive onboarding support and a dedicated account contact.
Be the funeral home families recommend.
See Harbor in a 30-minute walkthrough: Sage Intake on a live call, MemoryReel render, Arrangement Companion, and lifetime family account provisioning.
Book a demo