Private Investigation Case Management & Digital Safety All in One Platform

Built for Investigators, Risk Managers, Safety Professionals, Executive Protection teams and Businesses who need trusted tools to stay organized, informed, and protected.

Investigator Alliance

Connect with a nationwide network of vetted investigators to expand your reach and resources.

Zapier

Automate workflows by connecting CROSStrax with thousands of popular apps—no coding required.

Adobe PDF

Easily generate, view, and share professional PDF reports and case files.

Delvepoint

Instantly access public records and investigative databases directly from your CROSStrax dashboard.

Microsoft Office

Integrate with Word, Excel, and Outlook for seamless document editing and communication.

QuickBooks

Sync with QuickBooks for streamlined billing, invoicing, and financial tracking.

CTX Vision

Host secure, recorded video conferences directly through the platform—ideal for interviews and client meetings.

CTX e-sign

Securely collect digital signatures on documents and authorizations, fast and compliant.

CTX Truth

Uncover deception indicators using advanced linguistic analysis tools built into CROSStrax.

IRB Search

Conduct comprehensive background checks and records searches with IRB integration.

CTX AI

Leverage built-in artificial intelligence to assist with case analysis, document review, and investigative insights.

SOC 2 Type II

Our platform meets rigorous security standards—independently audited to protect your data.

Audio Transcription

Convert interviews, calls, and recordings into accurate, searchable transcripts.

Email Integrations

Automatically log case-related emails and send secure communications from within the platform.

A Turn Key Case Management Solution for Investigative & Security Professionals

Streamline business practices, case handling, staffing, billing, marketing, and more!

Case Management, Reimagined

From Demo to Deployment We Guide You Every Step

Builds trust by simplifying the onboarding process and showing that working with Crosstrekx is easy, guided, and supported.

01

Book a Demo

Schedule a quick call with our experts to explore your needs. We’ll show how Crosstrekx can simplify your case work.

02

Review & Select Tools

We’ll walk you through our platform and product options. Choose the tools that best fit your business or safety goals.

03

Custom Onboarding

Get a personalized onboarding experience tailored to your workflow. We handle setup, training, and integration.

04

Get Set Up

Start using your Crosstrekx dashboard right away. Everything is configured to fit your team and workflow.

From Demo to Deployment We Guide You Every Step

Builds trust by simplifying the onboarding process and showing that working with CROSStrax is easy, guided, and supported.

01

Book a Demo

Schedule a quick call with our experts to explore your needs. We’ll show how CROSStrax can simplify your case work.

02

Review & Select Tools

We’ll walk you through our platform and product options. Choose the tools that best fit your business or safety goals.

03

Custom Onboarding

Get a personalized onboarding experience tailored to your workflow. We handle setup, training, and integration.

04

Get Set Up

Start using your CROSStrax dashboard right away. Everything is configured to fit your team and workflow.

Our Testimonials

Mark T.

Private Investigator, Florida

“CROSStrax has completely transformed how we manage our investigations. What used to take hours now takes minutes. It's efficient, intuitive, and built for investigators by investigators.”

Jessica M.

Case Manager, California

“The client portal alone has saved us countless follow-up calls. Our clients love the transparency, and we love the time it frees up.”

Leonard D.

Agency Owner, Texas

“We’ve tried other systems, but nothing compares to the flexibility and support we get with CROSStrax. It’s simply a game-changer for our agency.”

Angela R.

Lead Investigator, New York

“We’ve reduced administrative overhead by nearly 40% since switching to CROSStrax. Everything from time tracking to report generation is streamlined—it’s like having an extra staff member without the cost.”

Mike S.

Operations Manager, Illinois

The visibility and control CROSStrax provides have helped us reduce response time significantly. It’s a tool that truly supports investigative accuracy and security at scale.

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 4.5/5

Martin Smith

CEO, Acme Industries

 4.5/5

Shelly Barns

CEO, Acme Industries

 5/5

Jacob Luke

CEO, Acme Industries

About CROSStrax Trust & Values

The CROSStrax case management system was designed to meet the real-world demands of investigative professionals. Developed and refined over two decades, the platform has evolved through continuous collaboration with investigators, office teams, and operational staff to ensure it delivers efficiency, reliability, and results.

Feedback from their hands-on experience in the field continuously shaped and improved the platform, ensuring it met the evolving needs of investigative professionals. By the time it was made publicly available, the system had already proven its effectiveness in helping investigative firms operate more efficiently and grow successfully.

Let’s Secure What Matters Most

Whether you’re managing risk for clients or protecting your family —CROSStrax has you covered.

Built for Professionals. Designed for Peace of Mind.

B2B (Case Management/Risk Shield):

B2C (Risk Shield):

Risk Shield: Everyday Smart Safety

Risk Shield provides intelligent, real-time safety insights to protect your business and assets every day. Combining advanced data analysis with proactive risk management, it empowers organizations to anticipate threats, minimize vulnerabilities, and maintain operational security effortlessly. Stay ahead with Risk Shield’s smart, reliable protection.

Let’s Secure What Matters Most

Whether you’re managing risk for clients or protecting your family —CROSStrax has you covered.

Private Investigation Case Management & Digital Safety All in One Platform

Investigator Alliance

Zapier

Adobe PDF

Delvepoint

Microsoft Office

QuickBooks

CTX Vision

CTX e-sign

CTX Truth

IRB Search

CTX AI

SOC 2 Type II

Audio Transcription

Email Integrations

A Turn Key Case Management Solution for Investigative & Security Professionals

Case Management, Reimagined

From Demo to Deployment We Guide You Every Step

01

Book a Demo

02

Review & Select Tools

03

Custom Onboarding

04

Get Set Up

From Demo to Deployment We Guide You Every Step

01

Book a Demo

02

Review & Select Tools

03

Custom Onboarding

04

Get Set Up

Our Testimonials

Martin Smith

Shelly Barns

Jacob Luke

About CROSStrax Trust & Values

Let’s Secure What Matters Most

Built for Professionals. Designed for Peace of Mind.

B2B (Case Management/Risk Shield):

B2C (Risk Shield):

Risk Shield: Everyday Smart Safety

SOS Button

with millions of data points

Family Group Sharing

Let’s Secure What Matters Most