Powerful CROSStrax Features for Case Management
At CROSStrax, every tool is born from real investigative experience. Our system is designed to meet the unique challenges of investigative work—enhancing productivity, security, and client satisfaction at every stage.
Core Features That Drive Results
The system evolution is a direct result of investigative experience
Unified Case Management
Transform chaos into control. Every case file, note, photo, video, and document lives in one secure, searchable location. No more hunting through emails or lost sticky notes.
- Instant access to all case materials from any device
- Automated file organization and version control
- Advanced search across all case data
- SOC 2 Type 2 certified security with end-to-end encryption
Professional Client Portal
Build trust through transparency. Give clients secure, real-time visibility into their case progress while maintaining complete control over what they see.
- Branded client dashboard with your logo and colors
- Automated progress updates and milestone notifications
- Secure document sharing and communication
- Professional case summaries that wow clients
Smart Team Management
Whether you're flying solo or managing a team of 100+, assign cases, track performance, and process payouts with zero headaches.
- Real-time task assignment and progress tracking
- GPS tracking and time logging for field work
- Performance analytics and productivity insights
- Automated payroll calculations and reporting
Effortless Billing & Expenses
Stop losing money on unbilled hours and forgotten expenses. Capture everything automatically and get paid faster.
- One-click invoice generation from logged time
- Expense tracking with photo receipts
- QuickBooks Online integration for seamless accounting
- Automated payment reminders and follow-ups
Seamless Integrations
Work with the tools you already know and love. CROSStrax plays well with Microsoft Office, email systems, and more.
- Direct integration with Office 365 and Google Workspace
- PDF editing and annotation tools
- QuickBooks Online integration for seamless accounting
- API access for custom integrations
Professional Report Generation
Turn weeks of report writing into minutes. Use proven templates or create your own to deliver impressive final reports every time.
- Customizable report templates for any case type
- Automatic data population from case files
- Professional formatting and branding
- One-click PDF generation and client delivery
Specialized for Every Investigation Type
Configure workflows, templates, and settings to match exactly how you work—no forced processes or unnecessary complexity.
- Domestic Cases
- Surveillance Operations
- Missing Persons
- Cold Cases
- Criminal Defense
- Process Service
- Fraud Investigation
- Financial Investigations
Real-Time Business Intelligence
Make data-driven decisions with powerful reporting dashboards that update in real-time.
Get instant answers to the questions that matter:
- How many new cases this month?
- Which services generate the most revenue?
- Who are my top-performing investigators?
- When did I last update my biggest client?
Case Management
Effortlessly manage and document every detail of your investigations
CROSStrax is a secure, cloud-based platform that allows investigators to access their cases anytime, anywhere—from laptops, tablets, or mobile devices. Our system is SOC 2 Type 2 certified, ensuring your data is encrypted end-to-end and meets the highest standards for security and confidentiality.
Handle cases of any size with an intuitive, streamlined interface. Instantly access subject details, budgets, media files, and more. Log notes, record expenses, update clients, and track billable hours—all in one place. When it’s time to close the case, generate polished reports and invoices in just minutes.
Build stronger relationships with organized, professional client Management
Effortlessly manage and document every detail of your investigations
Whether you work with individuals or corporations, the client dashboard is designed to keep everything in one place. Store contact details, special instructions, and billing rates with ease. Enable optional client access to let them securely track case progress in real time—showcasing your transparency and professionalism.
Equip your team with the tools to work smarter and faster
Effortlessly manage and document every detail of your investigations
Give investigators everything they need—view assignments, log updates, track hours, and more. Whether you’re a solo operator or managing hundreds of team members, CROSStrax makes it easy to assign cases, oversee performance, and handle payouts with efficiency.
Create invoices and pay employees in seconds.
Spend time on tasks that make money and let the system track the finances. The Quickbooks online integration helps maintain the books while investigators focus on running a business.
Integrate software and programs you already use
Powerful integrations to help you accomplish tasks quicker. The system integrates with Microsoft Office, Quickbooks Online, PDF, Your Email and more which allow you to work seamlessly with programs you are familiar with.
Create final reports in a few clicks
Create your own report templates to use in the system. Generate a final report and send it to the client in minutes, not hours. With CROSStrax, you will learn to look forward to report time.
Set up the system your way, for the types of cases you work
Any case, any size, any type. Domestics, surveillance, missing persons, cold cases, criminal defense, process service, fraud, financial, it doesn’t matter. Customize the system for how you work all the way down to your company name and logo.
Stay on Top of Your Business Performance
Curious how many cases came in last month? Want to know last week’s total billing or your most requested service? Need a quick update on investigator Bob’s video submission rate—or when you last met with your top client?
Get answers in seconds with powerful Company Reporting.
Essential Case Management Tools
Boost client satisfaction and streamline operations with automation built for investigators.
Our Testimonials
Martin Smith
Shelly Barns
Jacob Luke
Still not sure what you need? Let’s talk it through.
At CROSStrax, our mission is to simplify complex case workflows through intuitive, secure software solutions. Whether you’re managing thousands of investigative files or launching digital safety initiatives for families, we help you operate smarter—with total peace of mind.