YOU DON’T NEED A STRONG CASE MANAGEMENT SYSTEM BECAUSE YOU DON’T HAVE ENOUGH BUSINESS – ARE YOU SURE? At first glance, the statement, that you don’t have enough business to justify the cost a case management platform, appears logical. You’re keeping overhead low while the volume of your client cases is less than desired. However, […]
Are you sure you don’t need investigation management software? Read More »
There are of course any number of marketing strategies and approaches in business that are proven and successful. However, when a risk management / investigation firm is marketing to prospective clients, coming across as professional, thorough and reliable is particularly paramount. Given the amount of trust being placed, the potential risks involved and discretion required….professionalism
Private Investigators: The Importance of Professional Marketing Materials Read More »
With workplace incidents on the rise, especially those involving gun violence, companies are implementing stricter pre-employment screenings on potential new hires as the first step in reducing risks. Although many companies actually conduct some form of a background check on prospective employees, either internally or externally, there are instances where these are only limited screens
How Investigators are Selling the Importance of Pre-Employment Screening Read More »
WOULDN’T YOU RATHER BE WORKING ON GROWING YOUR BUSINESS, MOTIVATING YOUR TEAM OR JUST CATCHING YOUR BREATH? TIME IS MONEY! It has always been a business axiom that “time is money”…but has there ever been a business model where this has been more applicable than in the Private Investigation Field? The business is labor intensive,
Time Management for Private Investigators Read More »
This is important. Repeat it: A case management system is an investment – not an expense. We understand the reasons why professionals inquiring about an investigation management system are often preoccupied during the trial period with pricing plans and costs. Heck, few would argue that operating margins can be somewhat thin. We get it. However,
Case Management Software is an Investment – Not an Expense! Read More »
To any diligent private investigation firm it may on the surface seem obvious, i.e. to only consider using a proven case management system for your business. However, since all platforms tout their experience and expertise and indicate that their systems are “proven” and “tested” it is important to peel back the onion to determine what
The Importance of Using a Proven Case Management Platform Read More »
Please note, there is no way to log in from the CROSStrax information site located at www.crosstrax.co. Every CROSStrax account has a unique web address where all users of that system will log in. If you are the account administrator, you chose a subdomain when you signed up. You also received a welcome email that has
Where do I go to login to CROSStrax? Read More »
A good case management platform will allow an investigator to have access to data and export it anytime so a copy can be saved locally. The top case management systems have various ways for users to ensure they always have a copy of their data available. Hera are 4 key terms Private Investigators need to
Data and Case Management Software Read More »
Question: Do you currently use a case management system or software? Answer: I don’t have enough cases. The single most common line we hear from private investigators across the country. Are you familiar with CROSStrax? Yes. I like the product but I do not have enough cases to justify the expense. What do companies like
A PI’s dilemma: “I don’t have enough cases” Read More »
What does everyone want? More money is usually the number one answer and more time for [insert personal choice here] is a close second. The CROSStrax case management system helps investigators with both. The system and it’s numerous features help reduce, and in some instances, eliminate, the time consuming administrative tasks that most PI’s, managers and
How case management software pays for itself Read More »
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.