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.
Build trust through transparency. Give clients secure, real-time visibility into their case progress while maintaining complete control over what they see.
Whether you're flying solo or managing a team of 100+, assign cases, track performance, and process payouts with zero headaches.
Stop losing money on unbilled hours and forgotten expenses. Capture everything automatically and get paid faster.
Work with the tools you already know and love. CROSStrax plays well with Microsoft Office, email systems, and more.
Turn weeks of report writing into minutes. Use proven templates or create your own to deliver impressive final reports every time.
Configure workflows, templates, and settings to match exactly how you work—no forced processes or unnecessary complexity.
Make data-driven decisions with powerful reporting dashboards that update in real-time.
Get instant answers to the questions that matter:
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.
Powerful integrations help you accomplish tasks quicker. The system integrates with Microsoft Office, Quickbooks Online, PDF, Your Email and more.
Every feature in CROSStrax was developed from real investigative experience — so you can manage more cases, reduce administrative overhead, and deliver consistent results faster.
Powerful CROSStrax Features for Case Management
Built by investigators, for investigators, CROSStrax is designed to handle the unique demands of investigative case management — from task assignment to reporting and invoicing.
Our tools streamline your daily operations, strengthen client relationships, and protect your data with enterprise-grade security.
Core Features That Drive Results
Unified Case Management
What you get:
- 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
What you get:
- 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
What you get:
- 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
What you get:
- 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
What you get:
- 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
What you get:
- 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
Cases it can help:
- Domestic Cases
- Surveillance Operations
- Missing Persons
- Cold Cases
- Criminal Defense
- Process Service
- Fraud Investigation
- Financial Investigations
Real-Time Business Intelligence
- 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.
Integrate software and programs you already use
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 ManagementTools
Boost client satisfaction and streamline operations with automation built for investigators.
Time Tracking
Automatically log each task with details on who performed it, what was done, and how long it took—serving as a built-in digital timesheet.
Case History
Maintain a complete timeline of all case activity—from email communications to note edits—with full visibility into who made changes and when.
GPS Tracking
Track investigator locations with precision. Need to recall where someone was? Access GPS data instantly for accurate, real-time insights.
Our Testimonials
Jessica M.
Private Investigator, Florida
“CROSStrax has completely transformed how we manage our investigations. What used to take hours now takes minutes. It's efficient, intuitive, and built for investigators by investigators.”
Mark T.
Case Manager, California
“The client portal alone has saved us countless follow-up calls. Our clients love the transparency, and we love the time it frees up.”
.Angela R.
Agency Owner, Texas
“We’ve tried other systems, but nothing compares to the flexibility and support we get with CROSStrax. It’s simply a game-changer for our agency.”
Leonard D
Lead Investigator, New York
“We’ve reduced administrative overhead by nearly 40% since switching to CROSStrax. Everything from time tracking to report generation is streamlined—it’s like having an extra staff member without the cost.”
Rachel S.
Operations Manager, Illinois
The visibility and control CROSStrax provides have helped us reduce response time significantly. It’s a tool that truly supports investigative accuracy and security at scale.
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4.5/5
Martin Smith
CEO, Acme Industries
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4.5/5
Shelly Barns
CEO, Acme Industries
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5/5
Jacob Luke
CEO, Acme Industries
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.