TrackOps Investigation Management Solution

A review of the TrackOps case management solution


Trackops, LLC is a privately held company founded in 2006 in Boulder, Colorado. Their primary product is a case management application called TrackOps, which is designed to streamline the process of managing an investigation. Its features are designed to help you run your investigation business efficiently. A product like this would greatly benefit you if you run an agency with more than one employee. In this article, we’ll provide an overview of TrackOps features and pricing, explain how to sign up and get support if needed.

General Product Features

Web-Based and Mobile Access – TrackOps is a web-based software solution, so there is nothing that you need to download and install onto the computers in your office. You can access the system via a web browser or mobile device. And you don’t need to worry about installing updates, patches, or fixes. The version running online is always the latest. Also, since the product is web-based, your employees and clients can access the information from any computer, anywhere, at any time. When clients have access to their case information online, it cuts down on back-and-forth emails and phone calls, which allows you and your staff to focus on closing the case.

Notifications – Various system events can be configured to send alerts via text message or email. This is a helpful feature as it prompts the receiver to act. This helps keep every case moving forward.

TrackOps Case Management Features

The product’s most useful tool is its case management features. The case management tools help you make each case a single, centralized digital file that serves as a single point of truth. You can deliver documents, photos, and more to clients and staff anytime.

If you have many incoming cases, you understand the challenges of tracking who is working on which case. TrackOps allows you to assign cases to your investigation staff in just a few clicks. In addition, once the case is assigned, the system can generate an email or text message to notify the investigator of the assignment. This saves you time and helps you manage your caseload more efficiently and equitably.

In addition to the initial case assignment, you’ll be able to keep track of what’s going on with every case. Every action taken on a case is logged into a searchable case history.

  • Create Custom Forms – You can create a custom form to allow clients to submit a case request. This helps streamline the case onboarding process by ensuring you gather all of the critical information upfront. Also, it allows you to evaluate the case, decide whether or not to accept it, and decide who to assign it to.
  • Import Capability – The tool helps you save time by automatically importing information from your case into documents. This reduces data entry time, reduces mistakes, and helps you generate reports and documents in less time.

A feature we love is the ability to create custom forms. This allows you to create a custom input form to capture the information you need on a case-by-case basis. You can use the feature to create feedback forms to gather information on employee performance.

Client and Contact Management Features

The TrackOps system allows you to store and organize clients and contacts. Each client has a profile in which you can store information on their store locations, individual contacts, and billing policies. Also, TrackOps lets you set up custom pricing for each client. In addition, you can link salespeople with client cases, which helps you track sales statistics.

Operations Management Features

In addition to its solid case management capabilities, TrackOps has several features to help you run your business more efficiently. These features help you manage employees, vendors, and more.

Role-Based Access: The system uses a role-based access and permissions approach. This means you can configure what each staff member can access within the system. For example, you can set it up so administrative staff can access certain things like contact and billing information. Then, you can set things up so the investigative staff can access the contact information, case management features, and reporting functions. Then, you could give your accounting staff access to the billing functions. Of course, managers and owners would have access to everything in the system. This gives you greater investigative staff who can access others, and managers can access everything in the system.

The system allows you to customize pay rates and expense reimbursements for individual employees. Also, the system has a handy feature that will track the expiration dates of employee licenses. This helps you keep your agency and investigative staff compliant and avoid expired licenses.

Vendor Management: The system can be used to store information on vendors. If necessary, you can give vendors access to cases.

Learn More and Get Started

If you’re ready to learn more and get started, visit the TrackOps website. You can also contact the company via phone at 1-866-364-1420 or Their mailing address is Trackops, LLC, 1550 Larimer St. #658, Denver, CO 80202.

The company also has a YouTube channel with a collection of helpful demos.

Related: Case Management Software

Michael Kissiah is the owner of Brandy Lane Publishing, LLC, which owns and operates a small portfolio of websites, including Michael created more than 20 years ago after working as a private investigator in the state of Florida. Since that time, he has become an expert at how to find information online and has written over 1000 articles on topics related to the investigation industry. In addition, he is the author of the "Private Investigator Licensing Handbook", available at
trackops-investigation-software Overview Trackops, LLC is a privately held company founded in 2006 in Boulder, Colorado. Their primary product is a case management application called TrackOps, which is designed to streamline the process of managing an investigation. Its features are designed to help you run your investigation...


  1. Great product, for a well established agency. For those starting, if you can afford the minimum monthly payment then it is good to start with. A one man operation and cases that only comes in a sporadic way, it is not cost effective…


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