Built for public adjuster firms
Claim management software built for public adjusters.
Manage claims, documents, retainers, intake, tasks, mobile uploads, and AI-powered summaries in one clean workspace.
Built for public adjuster firms that want a simpler way to keep claims moving.
Claim workspace
Public Adjuster Claim
Retainer sent · Documents organized
Ready
Next review
Claim details
In workspace
Client intake
In workspace
Photos
In workspace
Retainer
In workspace
Tasks
In workspace
AI summary
In workspace
AI-powered summary
Summarize claim details, documents, and next steps while keeping final review in your team's hands.
Problem
Claims should not be scattered across five different tools.
Many public adjuster firms manage claims through spreadsheets, emails, text messages, Google Drive folders, DocuSign, and manual reminders. As claim volume grows, it becomes harder to know where each claim stands, which retainers are signed, what documents are missing, and what needs follow-up.
AdjusterDesk brings the workflow into one organized platform.
Features
Everything your team needs to keep claim work moving.
Claim Tracking
Track claim status, client details, property information, loss type, retainer status, and next steps in one place.
Client Intake
Organize new claim information from the start so your team has the details they need.
Documents & Photos
Upload and organize claim photos, retainers, estimates, reports, and client documents by claim.
Retainer Tracking
See whether retainers are needed, sent, signed, or completed without searching through email threads.
DocuSign Integration
Send retainers through DocuSign using each firm's own connected DocuSign account and uploaded retainer template.
Tasks & Follow-Ups
Create tasks, track next steps, and keep important follow-ups from falling through the cracks.
AI-Powered Summaries
Use AdjusterDesk AI Credits to generate claim summaries and review information faster while keeping final review in your hands.
Mobile Field Mode
Help adjusters on the road upload photos, add notes, update claims, and create tasks from a mobile-friendly field view.
Workflow
From intake to signed retainer — one cleaner workflow.
Give your team one place to understand what happened, what is missing, and what needs to happen next.
01
Create or receive a claim
02
Add client and property details
03
Upload documents and photos
04
Track retainer status
05
Send retainer through DocuSign
06
Add tasks and follow-ups
07
Generate AI summaries
08
Keep the team aligned
Who it's for
Built for small and growing claim-focused teams.
- ✓Public adjuster firms
- ✓Restoration professionals
- ✓Claim consultants
- ✓Firms currently using spreadsheets, email, Google Drive, texts, and DocuSign manually
- ✓Teams that want organization without a massive CRM
Mobile field mode
Built for adjusters in the office and on the road.
AdjusterDesk's field mode gives adjusters a faster way to find claims, upload photos, add notes, create tasks, and keep the office updated from a phone or tablet.
See how field mode worksAdjusterDesk AI Credits
AI tools when you need them.
AdjusterDesk includes AI-powered tools for claim summaries and document review. Firms can use included AI credits and purchase additional AdjusterDesk AI Credits when they need more.
Pricing
Founding partner pricing
We are currently onboarding a limited number of early firms at founding partner pricing while we continue refining the platform with real public adjuster workflows.
Founding Partner Plan
$99
/month per firm
- ✓Claim tracking
- ✓Client intake
- ✓Documents and photos
- ✓Retainer tracking
- ✓DocuSign integration
- ✓Tasks and follow-ups
- ✓Mobile field mode
- ✓AI-powered summaries
- ✓Email support
- ✓Early access to new features
DocuSign account/envelope costs may be separate depending on each firm's DocuSign setup.
FAQ
Common questions
What is AdjusterDesk?
AdjusterDesk is claim management software built for public adjusters and restoration professionals. It helps firms manage claims, intake, documents, retainers, tasks, mobile uploads, and AI-powered summaries in one workspace.
Is AdjusterDesk a CRM?
AdjusterDesk includes CRM-like workflow tools, but it is built specifically around claim management, retainer tracking, documents, and public adjuster workflows.
Does AdjusterDesk replace DocuSign?
No. AdjusterDesk integrates with DocuSign so firms can send retainers through their own connected DocuSign account.
Can each firm use its own retainer?
Yes. Each firm can upload its own default retainer template for use in the DocuSign workflow.
Does AdjusterDesk provide legal or insurance advice?
No. AdjusterDesk is a software platform for organization and workflow management. Users are responsible for reviewing all information and complying with all applicable laws, licensing rules, and professional obligations.
Does it work on mobile?
AdjusterDesk includes a mobile-friendly field mode designed for uploading photos, adding notes, creating tasks, and viewing claim information from the road.
How do AI Credits work?
AdjusterDesk AI Credits are used for AI-powered features such as claim summaries and document review. Firms may receive included credits and can purchase more when needed.
Who is AdjusterDesk best for?
AdjusterDesk is best for small and growing public adjuster firms that want a cleaner way to manage claim workflows without adopting a large, complicated CRM.
Contact
Ready to organize your claim workflow?
Book a demo to see how AdjusterDesk can help your firm manage claims, documents, retainers, tasks, and AI summaries in one workspace.