Automated PI Case Enquiry Intake and Routing
When a new case enquiry arrives, WebRun reads the details, scores the lead against your intake criteria, logs a new case record in CROSStrax, appends the lead to your intake tracker in Google Sheets, and pings the right investigator in Slack with a summary and priority rating.
How do I automatically qualify and route new PI case enquiries?
WebRun reads every new case enquiry as it arrives, scores it against your intake criteria, creates a draft case record in CROSStrax, logs it in your Google Sheets intake tracker, and pings the right investigator in Slack with the priority rating and case link, so no lead goes cold and responses are fast.
- Every new enquiry is scored and routed in minutes, not hours
- No lead sits unlogged or unassigned overnight
- Draft case records in CROSStrax are ready for the investigator to activate immediately
Built for private investigation agencies · solo PIs · multi-investigator firms · process serving companies
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.crosstrax.coin a real browser with your saved login - no setup, no API keys. -
1
Google Sheets - read and score the new enquiry
google.com
WebRun opens Google Sheets to read and score the new enquiry. - Open the intake tracker sheet and read the latest submitted row
- Score the enquiry against your criteria: case type, geography, urgency, and budget range
- Tag the lead as high, medium, or low priority based on the score
Done when The new enquiry is scored and tagged with a priority level.
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2
CROSStrax - create the case record
www.crosstrax.co
WebRun opens CROSStrax to create the case record. - Open CROSStrax and navigate to New Case
- Enter the client name, contact details, case type, and priority from the scored enquiry
- Save the draft case record - do not assign or activate it yet
Done when A draft case record exists in CROSStrax for the new enquiry.
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3
Slack - ping the right investigator
slack.com
WebRun opens Slack to ping the right investigator. - Post an alert to the assignments channel naming the case type, priority, and client location
- Mention the investigator best matched to the case type based on your routing rules
- Include the CROSStrax case link so they can accept and activate it in one click
Done when The matched investigator has been alerted in Slack with the case summary and link.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it contact the potential client directly?
No. WebRun only creates a draft case record and alerts your team internally. No message is sent to the enquirer without a human reviewing and approving it first.
How does it decide which investigator to ping?
It matches the case type and geography against routing rules you define in your intake sheet. You control the logic and can update it any time without touching code.
What if the enquiry is incomplete or missing key details?
WebRun flags incomplete entries in the Slack alert so the assigned investigator knows to follow up before activating the case in CROSStrax.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.