🇺🇸Nationwide Fiduciary Monitoring: All 50 States + 16,187 Sources.
ObituaryMonitorObituaryMonitor
Workflow layer · Professional tier
Event-driven syncWebhook triggersWatch lifecycleAudit exports

Death verification
embedded in your
practice workflow.

Event-driven sync between Clio, MyCase, and your monitor queue—webhook triggers, watch lifecycle events, and verification exports on the matter file.

Used by law firms nationwide · 16,000+ sources monitored daily · Trusted for probate & estate workflows

Attorney guides · Clio, MyCase, PracticePanther, Rocket Matter

No credit card required. Included with Professional plans.

Need bulk monitoring or a custom integration? Technical reference lives in our API documentation—start here for use cases, then dive into docs with your team.

API documentation →

500+

Law firms connected

50K+

Contacts monitored

<60s

Average setup time

99.9%

Uptime SLA

Webhook + OAuth security
Event-driven sync
Watch queue in minutes
Verification export on file

Developer & operations infrastructure

Events, webhooks, sync timelines & export queues

Integrations are not logo badges—they are an event layer between your practice system and documented death verification. Illustrative examples below; live payloads match your configured providers.

Automation pipeline

Practice system

Clio · MyCase · API

ObituaryMonitor

Watch queue · monitor

Verification events

Match · export · sync

Matter file

Note · task · PDF

Webhook event flow

1watch.match_detectedMonitor queue
2webhook.queuedOutbound to Clio
3integration.sync_completedActivity + task
4export.generatedAudit PDF to matter
Example webhook payloadPOST · application/json
{
  "event": "death_detected",
  "timestamp": "2026-03-14T08:42:12.000Z",
  "data": {
    "watchId": "a1b2c3d4-...",
    "matchId": "e5f6g7h8-...",
    "firstName": "Margaret",
    "lastName": "Thompson",
    "caseNumber": "2024-PROB-0892",
    "confidence": 0.94,
    "obituaryUrl": "https://legacy.com/...",
    "source": "Houston Chronicle"
  }
}
Sync timeline · matter 2024-PROB-0892
  • 08:41:02monitor.scan_completedLegacy.com TX · 847 sources this cycle
  • 08:42:12watch.match_detected94% confidence · Houston Chronicle
  • 08:42:14webhook.queuedClio outbound · death_detected
  • 08:42:16integration.sync_completedActivity + task created on matter
  • 08:43:01export.generatedCertificate of Diligence · PDF attached

Platform event vocabulary

Operations teams reason in watches, monitor cycles, verification events, and exports—the same motifs as audit logs and negative-search certificates.

watch.createdmonitor.scan_completedwatch.match_detectedwatch.match_confirmedwebhook.queuedintegration.sync_completedexport.generatedwatch.archived
API documentation →

Watch lifecycle workflow

OAuth → sync → monitor queue → event export

Triggers, webhooks, and verification exports—no manual obituary re-search between systems.

1

Authorize

OAuth trigger connects your practice system. Webhook endpoints register in under 60 seconds—no IT project.

2

Sync matters

Matter contacts sync into the watch queue. New decedents trigger watch.created events automatically.

3

Monitor queue

24/7 monitor cycles across 16,187+ sources. Each scan emits monitor.scan_completed in your audit history.

4

Event sync

death_detected webhooks queue to your PMS. Verification exports and audit logs attach to the matter file.

Workflow examples

Illustrative trigger → outcome flows—how firms embed death verification into practice systems. Not customer data.

matter.created

New probate matter → watch auto-created

Trigger: A paralegal opens matter 2024-PROB-0892 in Clio. The decedent contact syncs as a watch with county and alias context—no duplicate CSV upload.

Outcome: Watch lifecycle starts immediately; monitoring queue includes 16,000+ publishers scoped to Texas.

Clio integration →
watch.match_detected

Obituary detected → case note pushed into Clio

Trigger: A high-confidence obituary publishes overnight. The death_detected event fires and sync writes an activity entry with source URL and timestamp.

Outcome: Estate team reviews the match in Clio the next morning—no manual obituary search required.

See Clio workflow →
export.generated

Death verified → audit export attached automatically

Trigger: Analyst confirms the match. A verification export (audit log + certificate) queues to the matter file for diligence review.

Outcome: Court-ready documentation lands in the case without a separate export workflow.

Sample export →
watch.no_match_90d

Negative-search documentation on open files

Trigger: A watch runs 90 days with continuous scans and zero publications. Negative-search certificate documents diligence for compliance review.

Outcome: Proves monitoring ran—not that staff forgot to check—when death status is later questioned.

Death verification service →

Why firms automate this

Manual obituary checks made sense when matters were few. At portfolio scale, automation is how teams preserve billable time, reduce compliance risk, and keep verification history on the file—not in someone's browser history.

Skip tracing & portfolio automation →

Manual obituary monitoring does not scale

Portfolio and matter queues exceed what analysts can re-search daily across fragmented funeral home and newspaper sources.

Staff turnover causes missed checks

Ad-hoc Google searches live in individual inboxes—not in a durable watch lifecycle with timestamped events.

Fragmented sources increase risk

Decentralized publishers mean a single-site check misses notices; multi-source monitoring belongs in infrastructure.

Recurring searches waste billable time

Automated monitor queues and webhook triggers replace repetitive manual lookups with exportable verification history.

Available Now

Connect Your Practice Management Software

One-click integration with the leading legal practice management platforms. All included at no extra cost.

Clio

150,000+

The #1 cloud-based legal practice management platform trusted by 150,000+ legal professionals.

Sync contacts, update matters, create tasks automatically

Bidirectional sync
Matter linking
Activity feed
Task automation
View integration details

MyCase

15,000+

All-in-one legal practice management built for small to mid-sized law firms.

Case linking, document uploads, team collaboration

Case sync
Auto-uploads
Notifications
Workflow triggers
View integration details

PracticePanther

30,000+

Powerful practice management with best-in-class workflow automation.

Workflow triggers, activity logging, bulk operations

Workflow engine
Bulk import
Custom tags
Activity logs
View integration details

Rocket Matter

Since 2007

Legal practice management with industry-leading billing and time tracking.

Time logging, billing integration, invoice support

Time entries
Matter linking
Task creation
Billing support
View integration details

Verification exports

Certificates, audit logs & negative-search proof sync to your workflow

Integration events ultimately produce diligence artifacts—match certificates, timestamped audit logs, and negative-search documentation when monitoring finds no publication. Illustrative samples.

Certificate of Diligence

Affidavit of Reasonable Search Effort

Report ID: OM-2026-8842

Subject

Robert J. Martinez

Dallas, TX

Monitoring

57 days · 648 scans

Match · 94% confidence

Sources searched (sample)

  • Dallas Morning News · Legacy.com TX
  • Forest Park Funeral Home · Dignity Memorial
  • + 2,843 additional publishers in scope

Statute cited: Texas Estates Code § 308.051

sha256:e3b0c442…a495991b

PDF + audit log

Audit log export

OM-2026-8842-AUD
2026-03-1208:42 UTC · Match detected · Dallas Morning News08:43 UTCAlert delivered · webhook + email09:15 UTCReview logged · collection hold10:18 UTCExport sealed · certificate generated

Negative-search ready

Same export format documents continuous scans when no obituary publishes—proof of diligence, not absence of effort.

Verification hash · CSV · PDF bundle

Negative search certificate

OM-2026-01-4421

Subject

Margaret E. Thompson

Houston, TX

0

Matches found · 99.7% confidence

90 days continuous monitoring · 2,160 scans logged

  • Houston Chronicle · Legacy.com TX feed
  • Forest Park FH · Dignity Memorial network
  • Hospital memorial pages · regional weeklies

Proves diligence when no obituary published—not absence of search effort.

sha256:9f86…a495

PDF + CSV audit log

View full sample compliance report →

Trusted by Legal Professionals

What Our Users Say

"The Clio integration saves our estate team 5+ hours weekly. Matches appear in our matters automatically."
SK

Sarah K.

Estate Planning Partner

Mid-sized law firm

"Setup took 3 minutes. Now our paralegals get instant alerts when clients pass. Game changer for trust admin."
MR

Michael R.

Trust Administrator

Regional trust company

Roadmap

More Integrations Coming Soon

We're constantly expanding our integration ecosystem

F

Filevine

Soon

Project-based legal work platform

S

Smokeball

Soon

Automatic time tracking and billing

L

Lawmatics

Soon

Legal CRM and client intake

Li

Litify

Soon

Enterprise legal operations platform

Need a specific integration? Let us know

Why Integrate with ObituaryMonitor?

Stop switching between apps. Let automation handle the busywork.

Automatic Contact Sync

Import contacts from your cases with one click. New contacts sync automatically as you add them.

Instant Match Alerts

Obituary matches appear in your practice management activity feed within seconds of detection.

Auto Task Creation

Generate tasks automatically when matches are found. Assign to team members with due dates.

Document Auto-Upload

PDF audit logs upload directly to case files. Compliance documentation stays organized.

Complete Audit Trail

Every sync, match, and action is logged. Prove due diligence with timestamped records.

Enterprise Security

OAuth 2.0 authentication. Your credentials never touch our servers. SOC 2 compliant.

Related death verification & probate resources

This topic connects obituary monitoring, probate timing, and exportable diligence—follow the cluster that matches your role.

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