Private Investigation Case Management & Digital Safety All in One Platform

Built for Investigators, Risk Managers, Safety Professionals, Executive Protection teams and Businesses who need trusted tools to stay organized, informed, and protected.

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A Turn Key Case Management Solution for Investigative & Security Professionals

Streamline business practices, case handling, staffing, billing, marketing, and more!

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Case Management, Reimagined

Designed by investigators to streamline every part of your case lifecycle.

  • Track evidence, contacts, and communications
  • Role-based access & permission logs
  • Built-in compliance tools
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From Demo to Deployment We Guide You Every Step

Builds trust by simplifying the onboarding process and showing that working with Crosstrekx is easy, guided, and supported.
Get Started

01

Book a Demo

Schedule a quick call with our experts to explore your needs. We’ll show how Crosstrekx can simplify your case work.

02

Review & Select Tools

We’ll walk you through our platform and product options. Choose the tools that best fit your business or safety goals.

03

Custom Onboarding

Get a personalized onboarding experience tailored to your workflow. We handle setup, training, and integration.

04

Get Set Up

Start using your Crosstrekx dashboard right away. Everything is configured to fit your team and workflow.

From Demo to Deployment We Guide You Every Step

Builds trust by simplifying the onboarding process and showing that working with CROSStrax is easy, guided, and supported.

01

Book a Demo

Schedule a quick call with our experts to explore your needs. We’ll show how CROSStrax can simplify your case work.

02

Review & Select Tools

We’ll walk you through our platform and product options. Choose the tools that best fit your business or safety goals.

03

Custom Onboarding

Get a personalized onboarding experience tailored to your workflow. We handle setup, training, and integration.

04

Get Set Up

Start using your CROSStrax dashboard right away. Everything is configured to fit your team and workflow.

Get Started

Our Testimonials

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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

About CROSStrax Trust & Values

The CROSStrax case management system was designed to meet the real-world demands of investigative professionals. Developed and refined over two decades, the platform has evolved through continuous collaboration with investigators, office teams, and operational staff to ensure it delivers efficiency, reliability, and results.

Feedback from their hands-on experience in the field continuously shaped and improved the platform, ensuring it met the evolving needs of investigative professionals. By the time it was made publicly available, the system had already proven its effectiveness in helping investigative firms operate more efficiently and grow successfully.

aBOUT uS
Hacker cracking the binary code data security

Let’s Secure What Matters Most

Whether you’re managing risk for clients or protecting your family —CROSStrax has you covered.

Built for Professionals. Designed for Peace of Mind.

B2B (Case Management/Risk Shield):

  • Audit-Ready Reports
  • Secure Collaboration
  • 100% Uptime

B2C (Risk Shield):

  • Monitoring global risks near you—real-time alerts.
  • SOS & Family Safety Tools
  • Location-Aware Protection
Explore Solutions

Risk Shield: Everyday Smart Safety

Risk Shield provides intelligent, real-time safety insights to protect your business and assets every day. Combining advanced data analysis with proactive risk management, it empowers organizations to anticipate threats, minimize vulnerabilities, and maintain operational security effortlessly. Stay ahead with Risk Shield’s smart, reliable protection.

SOS Button

The SOS Button is a powerful safety feature, especially in emergency or high-risk situations. Here are the key benefits:

with millions of data points

Powered by millions of data points, Risk Shield delivers smarter, faster, and more accurate safety decisions.

Family Group Sharing

Easily share safety alerts and updates with family members or employees in large organizations or businesses.

See Risk Shield in Action

Let’s Secure What Matters Most

Whether you’re managing risk for clients or protecting your family —CROSStrax has you covered.

Try CROSStrax

Seamless Financial Integration

Connect your case data with QuickBooks to manage billing, invoices, and financial records without switching platforms. Ensure accuracy and save time with automated accounting integration.

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Work Smarter with Microsoft 365

Directly access your Microsoft tools like Outlook, Word, and Excel from within your case management system. Streamline document editing, email communication, and collaboration.

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Advanced Investigative Research

Run comprehensive background checks and investigations with Delvepoint. Instantly access public records, people searches, and skip-tracing tools to enhance your case intelligence.

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Powerful Data for Investigators

Quickly uncover critical information with IRBsearch. Access billions of public records and investigative data to support your cases efficiently and accurately.

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Social Media & Open-Source Intelligence

Automate your OSINT investigations with Skopenow. Collect, analyze, and report on social media and open web data to gather valuable case insights faster.

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Secure PDF Document Management

Generate, view, and share secure PDF documents directly within your system. Maintain professional formatting, ensure compliance, and streamline evidence handling.

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Automate with Zapier

Connect your favorite apps and automate workflows with Zapier. Reduce manual work and integrate thousands of apps into your case management process effortlessly.

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Integrated Email Communication

Manage all your case-related emails within the platform. Sync with Gmail, Yahoo, and Outlook to centralize communications and maintain a complete audit trail.

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Collaborate with Industry Experts

Access a network of trusted investigators and resources through The Investigator Alliance. Enhance collaboration, share insights, and strengthen your case outcomes.

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Fast & Accurate Audio Transcriptions

Convert interviews, recordings, and calls to text with integrated audio transcription tools. Improve accessibility, searchability, and documentation accuracy.

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Simplify Digital Signatures

Securely collect electronic signatures with CTX e-Sign. Speed up document approvals and maintain legal compliance, all within your case management system.

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CTX Vision is our own version of Zoom to have contactless meetings and or interviews.

Gain deeper insights with CTX Vision. Use visual analytics and dashboards to track case progress, uncover connections, and make informed decisions faster.

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CROSStruth is a deception detection software

CROSStruth is a deception detection software to give investigators indicators of deception in written statements or text.

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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.