An arrangement conference becomes clean, structured case data — the Personal History filled, the obituary drafted, the memorialization planned — so your directors can be present with the family instead of buried in paperwork.
First Call and Personal History are the same data model captured at two moments. Capture it cleanly once, at the source, and it propagates — to the forms, to the obituary, to Kindred. The leverage isn't fixing paperwork downstream; it's never re-typing it.
This ran on the engine — a sample arrangement transcript in, a complete case out. No template, no re-typing. The model fills only what the family stated, and flags what they didn't — look at the flags below: the family never gave a Social Security number, never stated his mother's name, and the engine refuses to guess.
Robert James Ellison, 85, of Springfield, passed away on June 3, 2026, at Mercy General Hospital. Born March 2, 1941, in Akron, Ohio, the son of Walter Ellison, Robert was a graduate of Springfield High School, class of 1959. Robert proudly served in the United States Army from 1961 to 1964, achieving the rank of Corporal. He then built a thirty-five-year career as a machinist with Springfield Tool & Die, and made his home on Maple Street, where he was a faithful member of the Methodist church and tended a garden he dearly loved. Preceded in death by his beloved wife, Helen (Carver) Ellison, in 2019, he is survived by his children Margaret, Thomas, and Anne, who will cherish his memory. A traditional service will be held this Saturday with Reverend Hollis officiating. Robert will be laid to rest at Oak Hill Cemetery beside his wife. The family has requested roses on the casket.
Every field, line, and recommendation above was produced by the engine from the transcript — grounded only in what the family said. Where the family didn't state a fact (his mother's name, the SSN), the engine flags it for the director instead of guessing. A director reviews and confirms before anything is written to Kindred.
This is not a video or a mock-up. The button below sends the transcript to the engine and runs the same three-stage pipeline — extraction, obituary, memorialization — live, in about half a minute. Edit the sample, or paste a de-identified conference of your own.
Role-based access, per-family isolation, a full audit trail, and a human gate on every write to Kindred — one consistent plane in one on-prem binary, not four cloud services to wire and keep in sync.
Capture, extraction, and drafting run in-process on your own hardware. The only outside system is Kindred — your system of record — written to, never replaced.
The arrangement, captured cleanly once, fans out to the First Call, the Personal History, and the Preneed view with no re-typing. The duplicate entry that slows preneed filing originates at the table — so we end it at the table.
A proof of concept runs on Claybar's actual forms with de-identified samples — no Kindred access required — and credits forward when you proceed to the full write-back.
Nothing about your operation is bet on day one. Claybar runs alongside what you have, earns trust per workflow, and Kindred stays your system of record throughout.