Manage client details, set custom billing rates, and automate email updates for efficient case handling. Enhance client satisfaction with streamlined communication and personalized service settings.
Find the best PI case management demo for your agency. Compare top software options, key features, and tips to choose the right platform for investigators.
Get practical tips on case file management for PIs, from secure evidence handling to client communication, and keep your investigations organized and compliant.
Find the best tools for PI business, from surveillance gear to case management software, and learn how to streamline your investigations and protect client data.
Master digital case file organization with practical tips for secure, efficient evidence management and streamlined workflows for investigative professionals.
Find the best corporate investigation case management software for your team. Compare features, security, and integrations to streamline your investigative work.
A decade ago, crisis response meant activating a phone tree, issuing a press release, and hoping your team could contain the damage. Today? That’s not even close to enough. Crises have evolved. They’re faster, more complex, and far more disruptive than ever before. A cyberattack can spread through your network in minutes. A violent incident
Why Truth-Seeking Is the Bread and Butter of Private Investigation Oh, how much easier life would be if a person’s nose really did grow when they told a lie. Unfortunately, the real world doesn’t work that way. The truth, as they say, is out there. But it doesn’t always come easy. For private investigators,
The line between public and private life is muddier than ever. This is especially true for high-profile executives, public-facing professionals, athletes, and other prominent figures. Your team faces risks far beyond the boardroom. Harassment, stalking, identity theft, doxxing, and physical threats are real and growing concerns. Keeping your people safe is foundational to keeping your
Running a small private investigation firm means wearing many hats. You may need to be the investigator, administrator, manager, accounting, and even marketing specialist. With a limited team, every hour counts, and efficiency is key to staying profitable. Many solo private investigators or small agencies assume that case management software is only for larger firms
The 6th Constitutional amendment gives citizens’ rights in a criminal trial. They are serious business that affect people’s lives, families, and future. Criminal defense investigations are different animals. Private investigators must gather evidence, interview witnesses, and uncover the truth to support legal defense teams. However, managing all the twists and turns of these investigations can
Security and trust are the private investigation industry’s bread and butter. Investigators handle sensitive client data, personal information, and case details that, if mishandled or exposed, could cause serious damage (and possible litigation). When you’re choosing a software to help you manage cases, you probably look at their features, price, and customization options. However, security
Private investigators can access numerous tools that improve their efficiency and success rate. Video is one of the best private investigation tools. Want to track someone’s movements? Gather solid evidence? Show clients what’s really happening? Videos offer detail and clarity you can’t get from other methods. Let’s look at how you should manage and use
Once upon a time, private investigation was a paper-heavy process that included written notes stored in manilla folders. Fortunately, those days went the way of VHS tape. Today, software tools like Skopenow CROSStrax, IRBsearch, Delvepoint, and Quickbooks give users a way to finish tasks in seconds that used to take hours. Along with these
Using the best case management software (CMS) is crucial for private investigators. It helps streamline operations, organize case details, and enhance overall efficiency. However, your company is different from other firms, with its own needs and ways of doing things. Make sure your private investigator software tools help your company’s productivity and growth by opting
Your private investigation firm has probably struggled with invoicing and expense management. We hear it a lot. That’s why we addressed these issues when we built our private investigator CMS. Losing money from missed invoices and misplaced receipts can erode your profits and stifle your firm’s growth. How can you ensure you charge for every
What is Investigator Alliance? The Investigator Alliance is a platform that streamlines the process of outsourcing investigative cases to other investigators. Using this platform eliminates the need to look for private investigators to cover cases on association list services or Yahoo Groups. How does it work? Here is an example that shows how the process works: Greene Investigation
Bankers deal in money. Doctors deal in sickness. Private investigators deal in information. Being able to gather, store, and retrieve information is one of the biggest responsibilities private investigators carry. Managing this can be difficult. For one, the sheer volume of notes for a single case can be overwhelming. Add to that private investigators are
To be successful, private investigators need to be efficient, accurate, and organized. Most firms frequently handle sensitive information, manage complex cases, and deal with numerous legal requirements. Meeting these demands can be challenging. Private investigator firms need robust tools like case management software (CMS) to streamline their operations and enhance their capabilities. But how can
You’ve decided to use private investigation case management software (CMS) to keep you organized and engaged with your clients. Smart move! Using CMS as part of your P.I. tech stack can save your firm time and money, and help you serve your clients better. Now comes the part where you decide which level of plan
The private investigations industry requires efficiency and accuracy to perform well and please their clients. Private investigators often juggle multiple cases, each with its unique needs and time demands. Managing these effectively requires more than sharp detective skills. They need robust detective case management software for tracking time and resources. This is where detective case
Yes, private investigators have done their jobs for years without technology. However, using the available software can help you save time and money. Private investigation management software can keep your company organized and get more bang for your buck. A robust tech stack can significantly enhance your investigative capabilities, streamline operations, and allow you to
In the private investigation business, efficiency, accuracy, and streamlined operations can make you or break you. Juggling multiple cases, managing client communications, and handling extensive documentation requires a robust case management system. The big question is: Which private investigator case management software system is your best choice? Enter CROSStrax and TrackOps—two leading Software as a
Every private investigator on the street wants to make as much money as possible. The more efficient they are with their time, the more hours they can bill and money they can take home. Specialized investigation management software solutions can help manage their caseloads more effectively. Just how much savings are we looking at, you
Competition’s fierce in the P.I. business. Staying ahead is crucial. But that means more than just having a keen eye for detail and a knack for uncovering the truth. It’s about leveraging the best online search tools in the trade to streamline your work, enhance your investigative capabilities, and deliver results that speak volumes. We
In criminal defense, investigations play a pivotal role in determining the truth and providing justice to the accused. However, traditional investigative methods can often be time-consuming, resource-intensive, and prone to human errors. In recent years, technological advancements have revolutionized the legal landscape, and software solutions tailored for criminal defense investigations are one such innovation
In today’s fast-paced and competitive world, conducting thorough background investigations is crucial for businesses and individuals. A comprehensive background investigation can provide valuable insights and mitigate potential risks, whether for pre-employment screening, tenant verification, or due diligence for business partnerships. This blog post will discuss the best practices for conducting background investigations and how
In the fast-paced world of investigations, managing billing and tracking expenses can be daunting. With numerous cases, clients, and expenditures to keep track of, investigators require efficient software solutions to streamline their billing and expense management processes. Billing and expense tracking softwares help optimize their operations. In this blog, we will explore the key
Case management software has become essential for many industries, including healthcare, legal, social work, etc. With so many options in the market, choosing the right case management software for your industry can be overwhelming. This blog will examine the factors you should consider when selecting case management software. 1. Identify Your Industry-Specific
Workplace conflicts are common, and if not managed effectively, they can disrupt productivity, damage relationships, and create a negative work environment. Resolving conflicts promptly and efficiently is crucial for maintaining a harmonious workplace. This blog will discuss some of the top steps to resolve conflict in the workplace. Additionally, we will explore how CROSStrax, a
Private investigators always search for ways to maximize efficiency and do the job quickly. Technology has become an indispensable tool for private investigators to achieve their goals. This blog will discuss tips and tricks for maximizing efficiency with private investigator software. 1. Choose the Right Software Choosing the right software is the first step
Fraud investigation is essential in protecting individuals, organizations, and businesses from financial losses caused by fraudulent activities. Fraudulent activities can take different forms, including embezzlement, identity theft, money laundering, cybercrime, etc. Investigators use different fraud investigation techniques and tools to identify, investigate, and prevent fraudulent activities. The importance of fraud investigation cannot be overstated. Fraudulent
Investigation reports are critical documents that provide a detailed analysis of incidents, accidents, or organizational issues. These reports help organizations identify the root causes of the incident and take corrective actions. This approach minimizes the chances of similar incidents happening in the future. An effective investigation report requires attention to detail, objectivity, and the ability
Securing software from external threats is critical for businesses of all sizes, as data breaches and other security incidents can cause significant financial and reputational damage. Here are some strategies for securing software from external threats: Implement Access Controls: Access controls limit access to software and data based on predefined permissions. By implementing
SOC 2 Type II certification can play a crucial role in ensuring the security of software applications. Here are some of how SOC 2 Type II certification can help with software security: Risk Assessment: SOC 2 Type II certification requires service organizations to identify and assess risks related to the security, availability, processing
What is SOC 2 Type II? The SOC 2 Type II (Service Organization Control 2 Type II) is a widely recognized standard for assessing the security, availability, processing integrity, confidentiality, and privacy of a service organization’s systems and processes. It is an auditing procedure that evaluates the controls and processes that a service organization has
Importance Of Software Security: Software security is critical for businesses in today’s digital age. As technology advances, businesses rely more on software to operate, store data and communicate within the organization and with customers. Here are some reasons why software security is important for businesses: Protection against cyber attacks: Cyber attacks pose
Software security protects software and the data it processes from unauthorized access, use, disclosure, disruption, modification, or destruction. It encompasses measures and strategies to ensure that software and the data it processes remain secure throughout its lifecycle. Software security is a critical aspect of any software development process as it helps to prevent security breaches,
Easily accessible contracts for reference and compliance, an audit/paperwork trail to support accounting and tax filings, client contact information that is easily accessible when immediately needed, budgets and forecasts to benchmark performance and available policies and procedures references for everything from operations to personnel…are all but a handful of the many reasons strong documentation is
It is sometimes tempting to be drawn to the rhetoric and broad promises of a new software platform…at least initially, that is. However, one needs to be particularly wary of any newer and unproven software offerings. In the instance of Case Management Software Systems which support the risk management and private investigation industry and where
We recently wrote a blog about how hard work coupled with “working smart” is very good for your business. In that blog we offered a handful of specific suggestions on ways that private investigators / risk management firms can improve. However, in addition to developing evolved strategies and methods it is equally important to measure
It is all too obvious that on many levels, the world is changing very rapidly and at an accelerating rate. Above all else, technology (business and personal) is the major variable driving those changes. Cell phones are an absolute necessity today…but it was only about 30 years ago when they became somewhat widespread and believe
Successful sales and marketing efforts can be the result of many variables. Although often very useful and important, a charismatic and outgoing “sales” personality is only one component…and not even a prerequisite if a number of other variables are present. For something as important as a private investigation firm’s case management services (and their
THE BENEFITS OF “WORKING SMART” Hard work, in and of itself, is arguably very good for the soul. It can alleviate tension and anxiety. There is a sense of accomplishment. Whether perspiration or mental energy, or both, are expended it often results in something positive. However, hard work coupled with “working smart” is
In 2020, most of us have experienced the painful reminder that planned revenue growth does not always happen as anticipated. There are revenue dips and spikes in most businesses during normal times, but Covid-19 has certainly facilitated at least a moderate (and maybe worse) impairment to most private investigation / risk management firms (an industry
With few exceptions, most businesses have been adversely affected by both the virus as well as the associated government restrictions. When exactly the repercussions of Covid-19 will end, one can only speculate of course. However, with the anticipated imminent release of the Covid-19 vaccines, the new administration’s desire to end the recession and the pent-up
We at CROSStrax, as you may have noticed, constantly encourage our users to avail themselves of the system’s full functionality…believing that is the optimal path to assist in their success. Knowing that if we are advocating comprehensive usage, we should and have made very deliberate efforts to ensure that this is easier via training, business
A risk management / investigation firm that runs their business on a “SOC 2 Type II Certified System”, like CROSStrax™, will benefit in any number of ways. These include, but are not limited to, the following… Competitiveness in RFP Proposals – the “SOC 2 Type II Certification” of your case management operating system is
As we have stated previously…the “SOC 2 Type II Certification” of your case management operating system is often a decision variable in RFP proposals…and sometimes a pre-requisite to even bid. More and more, prospective clients, particularly larger ones such as Insurance Companies, look for this designation as assurance that their important and confidential data, as
What does it mean when a SaaS provider such as CROSStrax™ possesses SOC 2 Type II certification? It means that the SaaS provider has… had a CPA firm, with specific domain expertise in this area, put the SaaS platform through a comprehensive array of testing in areas such as security, availability, confidentiality, system integrity and
Quickbooks Online Integration With CROSStrax Managing your risk management / private investigation firm, under any circumstances, takes hard work, focus and consistency. At CROSStrax we believe our job is to make your business better while making your life easier. With the above in mind, CROSStrax has incorporated many highly effective management tools and controls
Achieving SOC 2 Type II certification is a rigorous and demanding process that demonstrates our deep commitment to data security and operational excellence. This certification isn’t just a checklist—it requires months of preparation, ongoing documentation, and an in-depth audit by an independent third party.
Unlike Type I (which evaluates a point in time), SOC 2 Type II assesses how well an organization’s security controls perform over an extended period—typically 3 to 12 months. Successfully earning this certification proves that we consistently follow strict standards for security, availability, and confidentiality of customer data. Few companies meet this high bar, and we’re proud to be among them.
