Best PI Case Management Tool Tracks Cases, Generates Customized Reports

May 8, 2023

Private Investigators nationwide can now manage their caseloads more effectively with the CROSStrax case management system.

Private investigation is big business in America and it goes way beyond stakeouts and catching cheating spouses in compromising positions. The highly competitive industry requires hard work, dedication, attention to detail, and strong management skills.

But for the right people, it can be extremely rewarding.

The market size of the Private Investigative Services industry in the US grew 1.0% per year on average between 2017 and 2022 and is worth an estimated $7.3bn, but in order to capture a share of this lucrative market, private investigation firms need to be organized and efficient.

Fortunately, TIG Risk Services, a Florida- based fraud investigation agency, has used their extensive knowledge of the investigative industry to create CROSStrax, a turnkey case management system designed specifically for investigative and security professionals. CROSStrax helps investigators streamline their business practices, case handling, staffing, billing, and marketing.

For more information about the CROSStrax case management system, go to https://www.crosstrax.co/about/

The CROSStrax Company Reporting feature provides daily sales numbers, profit margin information, client metrics, budgets, and information that enables an investigative business to operate smoothly and profitably. It is designed to continually monitor the performance of a private investigation agency, tracking the number of cases and the hours billed per case, identifying the most requested services, and monitoring the performance of each investigator. The software also has a time-tracking option that logs investigative activities with a description, the person responsible, and the amount of time spent on the activity, making customized reporting more accurate.

The CROSStrax Client Reporting module helps manage and document cases as they flow through the company from intake and investigator assignment to follow-up tasks, report generating, and invoicing. The software records notes and automatically emails all staff members to notify them of significant events or scheduling changes on cases as soon as they happen, and the report generator compiles reports for client updates and final findings. CROSStrax also intuitively selects the best investigator for a job using geographic proximity selection, saving the firm a significant amount of time and unnecessary travel expenses.

The team at CROSStrax is committed to staying ahead of the curve and listening to suggestions from their own staff as well as the investigative community in general. Feedback from actual cases and the real-life experiences of investigators plays an important role in improving the software to meet the changing needs of the investigative industry, enabling the company to update the platform with new features and technology on a regular basis.

“Absolutely the #1 software for investigation case management,” said Brandon B, a satisfied CROSStrax customer.

TIG has been providing quality investigative services nationwide for over 20 years. They have developed a proprietary investigative methodology to identify and assess the risks their clients face in a wide range of industries. According to TIG Risk Services, CROSStrax supports the investigative industry with technological enhancements and software tools that help private investigators operate more effectively and provide their clients with better services.

For more information about the CROSStrax case management system and its application for private investigators and agencies, please visit https://www.crosstrax.co/about/

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