The core of the CROSStrax case management system was first designed as the in-house case management system for the founders Patrick Andrews and Rob Seymour's investigative company, TIG Risk Services ("TIG"). The system was then battle tested and improved through daily usage by TIG's owners, managers, office staff, operations staff, sales reps and field investigators over 20 years.
The feedback derived from their real life/true/actual investigative experiences paved the way for constant improvements to the platform so an investigative company can grow and succeed. Thus, before it was released it had proven to be a great platform to productively and profitably manage an investigation firm.
The feedback derived from their real life/true/actual investigative experiences paved the way for constant improvements to the platform so an investigative company can grow and succeed. Thus, before it was released it had proven to be a great platform to productively and profitably manage an investigation firm.
Services
Features
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If your clients are individuals, companies, or both, the client area is packed with features. Add contact information, case handling instructions, billing rates and your professionalism will shine. Optional client access allows viewing case progress in real time. From the solo entrepreneur to a company with hundreds of investigators, each company is able to assign cases, manage, and pay their investigators efficiently.
Billing & Expenses
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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. Take the stress and time drain out of billing. If you charge standard rates or if you bill different rates for different clients, CROSStrax has you covered.
Clients
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Enter special handling instructions and everyone is aware of how the client wants their cases worked. Enter different rates for various clients to ensure billing is properly done. The features are designed to facilitate and improve client satisfaction. Customize rates, note protocols or special instructions, assign tasks and manage clients with ease.
Investigators
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Setup pre-written content for investigators to utilize when creating their final report and reduce costly report editing time. Assign cases to investigators for online viewing. Use the built in roles and access to control what information your investigators see and do. Tracking and determining how much an investigator is owed is a daunting task for company owners.
Investigation Reports
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Report templates are produced by adding the system's data fields into a document template. Once an assignment is complete, the report feature populates all of the case-related material into a final Microsoft Word document for review or further editing. Your report is finalized within the system and can be downloaded as a Microsoft Word document.
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