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CROSStrax Case Assignment Software for Investigators

Assign, track, and manage investigative cases with precision. With CROSStrax, you can streamline every aspect of case assignment, investigator tracking, and expense management — all from one secure platform.

Smarter Investigator Management

Easily assign and evaluate your investigators with powerful scheduling and reporting tools. Each investigator can log in to view their assignments, update case progress, record time and expenses, and upload final reports.

Set up pre-written content templates to maintain report consistency and drastically reduce editing time.

Learn more about automating your workflows on our Features page.
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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 Accurate Time and Expense Reports

Tracking investigator hours and reimbursements has never been simpler.

With CROSStrax, staff record time and expenses as they work cases, allowing you to generate accurate summaries anytime. When payday arrives, select a date range and instantly calculate total hours and costs.

  • Automatically compile investigator payment summaries
  • Export detailed time and expense reports in PDF
  • Maintain transparent and organized accounting

Seamless QuickBooks Integration

Connect CROSStrax directly to your QuickBooks account to automatically sync accounting data — no manual data entry, no delays, no errors.Experience a smoother, faster payment cycle for your entire investigative team.

Find Qualified Investigators Nationwide

The Investigator Alliance

Need help outside your service area? Activate the Investigator Alliance feature in your CROSStrax account to search and connect with vetted private investigators across the U.S.

  • Locate qualified professionals instantly
  • Eliminate time-consuming list-serv postings
  • Expand your operational reach with verified partners

Not yet a CROSStrax user? Join The Investigator Alliance to access the network today.

 

Why Choose CROSStrax for Case Assignment

  • Assign cases and monitor investigator performance with ease
  • Automate time, expense, and payment tracking
  • Ensure accuracy and compliance in reporting
  • Expand your coverage area through trusted partnerships
  • Integrate with accounting tools for streamlined financial management

Discover more ways to simplify your investigations on our Case Management page.

 

Try CROSStrax Free for 7 Days

Experience the most complete case assignment system for private investigators. Set up in minutes — no contracts, no credit card, no risk.

Start Free Trial Now

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.