Literature and tools to take your investigations to the next level.
Our investigative resources section houses a broad range of assets to generate new perspectives and assist the investigative community with actionable insight. Browse our collected videos, studies, and templates and don’t be afraid to reach out if you would like to see a topic we don’t have.
WATCH THIS FIRST!
Case Management Overview
Adding a Service
Adding and Editing the Investigator Database
Uploading a Report Template
Adding Clients and Contacts
Scheduling an Assignment
WATCH THIS FIRST!In this training, we start right where you will start when you first log into CROSStrax!
Case Management OverviewLearn how to use our case management system to build your business your way.
Adding a ServiceLearn how to add the services you perform for your clients and see how the services are added to a case.
Adding and Editing the Investigator DatabaseLearn your way around the investigator database and see how it becomes a valuable resource in more ways than just one.
Uploading a Report TemplateLearn how to customize a report template using the header and footer in a Word document. Then upload the template as your report format in CROSStrax to one or many different reports.
Adding Clients and ContactsLearn how to effectively add and edit clients and contacts in CROSStrax.
Scheduling an AssignmentLearn how to schedule an assignment and see it in your work calendar.
Client TypeLearn how to add new clients and add multiple clients per case.
Investigator PortalThis video will show investigators how to find relevant information in CROSStrax as well as how to enter reports, notes, and expenses. This video also shows investigators how to email notes from the system if they have access.
If you have an Investigative Vision
CROSStrax will help you to turn it into reality
CROSStrax is cloud-based case management and CRM software designed to streamline the process of managing an investigation as well as your clients who assign them. CROSStrax will assist your company in becoming more organized, efficient, and profitable with less effort.
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