Case Management Software For Investigative Services: Core Features Guide Updated

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The CROSStrax guide highlights the essential features of a case management software that enables investigators to streamline billing and expense management.

CROSStrax announced the new guide titled ‘Billing and Expense Tracking Software for Investigators: Features to Look For,’ an overview of crucial platform capabilities that can help private investigative services providers optimize costs, process efficiency, and profitability.

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The guide explores eight essential features of any platform that powers investigative services. The first five – time tracking, expense management, billing customizations, integrations with accounting software, and client management – are functional features that enable effective financial management, regulatory compliance, reporting, and client communication.

“Investing in the right software allows investigators to focus more on their core work and provide better service to their clients. In addition to this we have partnered with a next generation digital agency BeeSeen Solutions who has helped catapult our business to the next level in every way. Patrick Pinto and their team of digital experts are true partners in every way. says a spokesperson for CROSStrax. “

CROSStrax introduces three features that can significantly enhance the productivity and efficiency of investigators. Collaborative features such as document and calendar sharing, task management, activity feeds, and real-time notifications can have a material impact on case resolution times and outcomes.

The guide emphasizes that robust data security and client confidentiality must undergird the development of any case management platform and translate to compliance with the California Consumer Privacy Act, the General Data Protection Regulation (GDPR), and all industry and regulatory standards.

Professional investigators handling process services, domestic, corporate, legal, or surveillance investigations benefit from real-time mobile device access. CROSStrax recommends this feature so investigators and their teams can log billable hours, track expenses, and view reports while on active physical surveillance assignments, training, or traveling.

About CROSStrax

CROSStrax is a case management platform developed by Patrick Andrews and Rob Seymour, founders of TIG Risk Services, a leading national investigative firm offering surveillance and claims field operations, data support, and risk management services.

“Efficient billing and expense tracking software can transform the work of your team of private investigators and give you control over your financial processes,” says a CROSStrax spokesperson. “When selecting a software solution for your investigative firm, consider its essential features to ensure streamlined billing, accurate expense tracking, enhanced collaboration, and robust compliance.”

For more information and to read the guide, visit