CROSStrax Case Management Software for Investigators
Manage every investigation—from assignment to invoice—with clarity, control, and confidence. Whether you’re handling a single case or managing a full team, CROSStrax helps you streamline workflows, reduce admin time, and deliver results faster.
Streamline Case Handling from Assignment to invoice.
From initial assignment to final invoice, our investigative case management software has you covered.
CROSStrax was built specifically for private investigators and investigative firms that need a smarter way to manage long-term, complex cases. From the initial assignment to final billing, our investigative case management software keeps every detail organized and accessible.
- Assign and track investigations in real time
- Create reports and document every step
- Schedule follow-up tasks and manage workloads
- Automatically generate invoices and client updates
Learn more about how CROSStrax simplifies every part of your workflow on our Features page.
Key Features That Transform Your Investigation Process
Case Intake & Prelim
NOTES & TASKS IN ONE PLACE
Keep notes and tasks in one place. When a new case comes in, log details, assign investigators, and record notes in real time. Add reminders, track client communications, and ensure no follow-up is missed.
Tip: Integrate your intake process with the Client Portal to give clients direct visibility into case progress.
Intelligent Mapping
Know Who is Where and Why
CROSStrax uses geographic proximity mapping to assign the right investigator to the right job—saving time and travel costs.
Our intelligent mapping engine automatically suggests investigators closest to each case site, then sends instant notifications with case details and links to their dashboards.
- Reduce unnecessary travel
- Cut costs by up to 30%
- Speed up case response times
Read more about our smart automation tools on the Automation & Mapping page.
Why Choose CROSStrax ?
- Never lose track of case details or deadlines
- Reduce administrative overhead by up to 40%
- Cut travel costs with intelligent geographic assignment
- Improve client satisfaction with faster response times
- Scale your operations without increasing overhead or chaoss
See how firms across legal, insurance, and corporate sectors use CROSStrax to transform their workflow — visit our Industries page.
Secure, Scalable, and Built for Investigators
CROSStrax is SOC 2 Type II certified, ensuring your case data and client information stay secure at all times. Whether you’re a solo investigator or managing a national firm, our cloud-based platform grows with your business.
Learn more about our data protection and compliance on the Security page.