Skip to content
ClaimTrace

Investigation companies

Run your investigation company from one operational platform.

ClaimTrace gives investigation companies a centralized system for managing cases, investigators, tracers, evidence, reports, clients, invoices and operational performance.

Request a Demo Explore Features

What you run on ClaimTrace

The whole operation, not just the caseload

Each part of the practice sits on the same record, so work, evidence, billing and reporting stay connected.

Manage Your Entire Case Pipeline

Track every investigation from instruction through completion.

Coordinate Your Field Team

Assign investigators and tracers, monitor workloads and track submissions.

Keep Clients Informed

Give insurers controlled access to case status, reports and relevant documents.

Control Billing

Connect invoices and expenses to the underlying investigation.

Measure Operations

Understand case volumes, turnaround times, workload and financial performance.

Field operations

See who is carrying what before you allocate.

Investigator and tracer profiles carry current workload, so the next instruction goes to someone who can take it — and submissions coming back from the field land on the case automatically.

  • Investigator and tracer profiles
  • Workload at a glance
  • Assignment by skill and location
  • Submission tracking

Billing and performance

Know what the work cost and what it earned.

Fees, mileage and expenses attach to the case they belong to, so invoicing follows the work rather than being reconstructed after it.

  • Case-linked invoicing
  • Expenses and mileage
  • Turnaround times
  • Revenue, expenses and profit

Other solutions

Insurance Companies Instruct investigations and track them in real time. Explore Claims Teams Keep every claim file current without chasing updates. Explore

Get started

Bring your investigation practice into one platform

See ClaimTrace mapped to how your company takes instructions, runs field work and bills for it.

Request a Demo Talk to Our Team
  • Guided walkthrough
  • Built around your workflow
  • No obligation