Integrations

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.

CROSStrax integrates into your favorite software and services!

We’ve made it easy to operate your business by allowing our users to integrate their favorite apps and tools directly into CROSStrax. From Delvepoint to Email, Quickbooks Online, Microsoft Office, Adobe, Zapier and more!  Our mobile friendly app for Apple and Android allows access to cases anytime, anywhere.

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Email Services

Send and receive emails from within a case and automatically save the email as a case note.  The cut and paste email content game is over.

Quickbooks Online

CROSStrax will sync financial data into your QuickBooks Online software for serious financial management.

Your Website

Integrate a case intake form on your website and clients can create cases directly into your CROSStrax system.

 

CROSStrax integrates with software and services you already use

Our team is constantly finding new ways to improve the system.  New integrations are being developed and we look forward to bringing those to you.

Here’s a few things we are working on:
  • Automated AI transcription capability
  • Additional API integrations

CROSStrax AI: Smarter Investigations, Faster Results

CROSStrax AI is a powerful, built-in tool within the CROSStrax investigative platform, designed to enhance productivity, reduce workload, and elevate the quality of your investigations.

With CROSStrax AI, investigators can:

Convert Notes into Detailed Reports: Automatically transform field notes into polished, professional reports—saving time, effort, and resources.

Analyze Large Volumes of Data: Instantly detect patterns, themes, and connections across case files, enabling faster case resolution and deeper investigative insight.

Streamline Legal Research: Simplify complex legal lookups and gain quick access to relevant statutes, case law, and legal interpretations.

Power Medical Canvassing: Quickly locate medical facilities and service providers relevant to a case with AI-assisted canvassing.

Draft Professional Communications: Use AI to generate well-written, grammatically correct emails and letters with a professional tone.

CROSStrax AI empowers you to do more with less—reducing investigative time while increasing the depth and precision of your work. Experience faster investigations, smarter insights, and greater impact with the unmatched intelligence of CROSStrax AI.
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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.