Once upon a time, private investigation was a paper-heavy process that included written notes stored in manilla folders. Fortunately, those days went the way of VHS tape. Today, software tools like Skopenow CROSStrax, IRBsearch, Delvepoint, and Quickbooks give users a way to finish tasks in seconds that used to take hours.
Along with these advancements, private investigators face more pressure than ever. There’s an increasing need to manage vast amounts of data, track case progress, and produce accurate invoices and client reports. These responsibilities are another reason private investigation firms are turning to specialized software solutions to streamline their operations.
Skopenow and CROSStrax are two of the best private investigator software tools that do just that. Each brings unique strengths to the table. And, when used together, they provide private investigators with an invaluable toolkit that maximizes efficiency AND results.
Here’s a detailed look at what a Skopenow and CROSStrax integration brings to the table for private investigators.
What Is Skopenow?
Skopenow is an investigative tool that gathers and analyzes open-source intelligence (OSINT) from publicly available sources. It automates the process of finding data across social media platforms, news sources, and other online channels. This approach helps investigators collect and validate information faster than they could do it any other way.
Skopenow delivers real-time insights and robust intelligence, enabling investigators to access valuable information in minutes rather than days.
This OSINT platform is ideal for private investigators conducting background checks, searching for missing persons, or investigating fraud. The tool decreases the time investigators spend on manual tasks and delivers high-quality data. Both of these save time, money, and contribute to every case’s success.
What Is CROSStrax?
CROSStrax is comprehensive case management software built specifically for private investigators (by private investigators). The platform offers a full suite of tools to help private investigators manage cases from the intake, through the investigation, to reporting and billing.
With CROSStrax, investigators can organize case files, schedule appointments, track time, manage expenses, and generate professional reports all in one place. Firms can assign user permissions and roles to maintain data security.
CROSStrax also offers features that let you automate repetitive tasks, securely store data, and manage client communication. It maintains high standards of accountability and efficiency, keeping all case notes and information accessible and organized for teams and solo investigators alike.
How Does Integrating CROSStrax and Skopenow Benefit Private Investigation Firms?
This integration streamlines every stage of the investigative process, from data collection to final reporting. Here’s a closer look at the biggest benefits this powerful duo offers.
Directly import data from Skopenow to CROSStrax.
This seamless transfer eliminates the need for manual data entry, saving time and reducing errors. Investigators can organize Skopenow’s findings within CROSStrax’s structured case files for easy reference.
Automatically tag and categorize data.
As information from Skopenow flows into CROSStrax, it’s automatically tagged and categorized according to predefined parameters. It sorts and labels social media data, public records, and images, enabling investigators to quickly locate relevant information within each case file.
Sync real-time data.
This ensures that any new information or updates Skopenow pulls instantly reflect in the corresponding CROSStrax case file, keeping investigators up-to-date and informed without manual updates.
Access enhanced reporting features.
Skopenow’s insights are readily available for inclusion in CROSStrax’s professional reporting templates. Investigators can incorporate social media analysis, location tracking, and other key findings from Skopenow. Share these comprehensive, detailed reports with clients, legal teams, or law enforcement as needed.
View a unified case management interface.
Investigators can view all case details, notes, and attachments from both platforms within the CROSStrax interface. This single dashboard approach ensures that private investigators can see the entire investigative picture at a glance without needing to switch between multiple software programs.
Secure data storage and access.
Data imported from Skopenow into CROSStrax is stored with the same level of security and compliance measures that CROSStrax is known for. That way, sensitive information remains protected. Only authorized users within the firm can access integrated case data, providing peace of mind when handling client information.
Receive customizable workflow alerts and notifications.
Integrating with Skopenow allows CROSStrax users to set up customized alerts for specific case updates. For instance, if new information is found through Skopenow’s real-time data gathering, investigators receive notifications within CROSStrax, prompting timely actions and client updates.
Collaborate efficiently.
With the integration, team members can assign tasks, share updates, and leave notes related to Skopenow data directly in CROSStrax. This streamlined collaboration enables all team members to stay on the same page. This way, team communication and productivity are more proactive in complex cases.
Best Practices for Using Skopenow and CROSStrax Together
If you’re adding any new tool or process into the mix, it pays to plan it. Otherwise, it may not go as smoothly as you hope. Adopting a few best practices can make a significant difference in getting the most out of this integration.
- Establish efficient workflows. These should clearly define how data flows from Skopenow into CROSStrax.
- Identify repetitive tasks. Automate tasks like data entry and report generation to save time and reduce the chance of errors.
- Customize features. Take advantage of the customization options available in CROSStrax. Tailor the interface, workflows, and reporting templates to fit your firm’s specific needs. This will create a more seamless, user-friendly experience.
- Train your team. Your people need to be well-versed in both platforms to maximize their capabilities.
- Encourage adoption! Using CROSStrax’s task management features regularly keeps everyone on the same page. But only if everyone commits to using it.
- Set up alerts within CROSStrax. Get notified on new information so you can stay updated on real-time insights from Skopenow.
By combining these practices, your firm can streamline operations, enhance collaboration, and deliver faster, more accurate results to clients.
Integrating Skopenow and CROSStrax Drives Success
Managing your tech stack is essential for staying competitive and productive. Together, Skopenow and CROSStrax offer private investigation firms a powerful combination of automated data collection and streamlined case management.
By using these platforms together, investigators can enhance efficiency, reduce errors, and provide clients with faster, more comprehensive insights. Whether you’re conducting background checks, uncovering fraud, or managing complex cases, this integration equips your team with the tools to succeed in every investigation.