Case Management

Some investigations go cold—but that doesn’t mean they’re over. CROSStrax empowers you to manage complex, long-term cases with clarity and control, no matter how much time has passed.

Manage and evaluate investigators with powerful scheduling and reporting tools.

Your staff can login, view their case assignments, enter updates, time spent, expenses and more.   Set up pre-written content for investigators to utilize when creating their final report and reduce costly report editing time.

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Assign Cases
Assign cases to investigators for online viewing.  Use the built in roles and access to control what information your investigators see and do.
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Automated Notifications

Did an investigator arrive on time?  Is their report or video submission late? An update to the client is overdue?  Automate notification for these scenarios and more.

 
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Evaluate Performance

Evaluate investigators with tools built by managers.  What is an investigator’s video percentage?  How many cases did they bill out last quarter?

 

Generate time and expense sheets

Tracking and determining how much an investigator is owed is a daunting task for company owners.  NOT ANYMORE!  As staff works cases, they enter time and expenses as they go along.  When payday approaches, select a period of time and determine how many hours an investigator worked.  Do the same for expenses and ensure payments made to staff are on time and accurate

The system can even send a time or expense report in PDF to the investigator.

Use the Quickbooks integration to funnel all the accounting data straight into the software for seamless financial management.

Instantly find qualified investigators outside your coverage area.

Once an account administrator activates The Investigator Alliance feature on the account, CROSStrax gives you the ability to search and locate vetted investigators across the United States. When you’re looking for a private investigator outside your service area, search the platform and immediately find qualified help.  No more posting to list serves and waiting for a response.  If you are not a CROSStrax user, click here to sign up for The Investigator Alliance.

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What is SOC Type 2?

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.