Find the loss
Capture potential opportunities in a structured intake record from the first contact, then carry the relevant context forward when the firm is ready to proceed.
Why AdjusterDesk exists
Built around the work of running a claim.
AdjusterDesk™ is a claims operating workspace for public adjuster firms: one place to find the loss, sign the client, and run the claim.
Founder note
A better system for the work behind the claim.
I watched a family member run a public adjusting office for years. What I saw was not a lack of expertise. It was a workflow held together across phones, text threads, paper folders, spreadsheets, and repeated updates.
Photos lived on phones. Client messages got buried. Inventory work had to be cross-referenced with field notes. Every piece of the claim existed somewhere, but rarely together. The work of running a claim—organizing documentation, following up, tracking retainers, keeping clients informed, and seeing the next action—was manual and fragile.
I built AdjusterDesk because public adjuster firms need more than a generic CRM or document folder. They need one connected workspace for the full operational lifecycle: lead intake, signed retainers, active files, field updates, tasks, deadlines, communications, and an understandable history.
We are currently onboarding early firms.
— TJ, Founder, AdjusterDesk
The operating model
Find the loss. Sign the client. Run the claim.
Sign the client
Use the firm’s connected DocuSign account and approved templates to keep retainer status and the next follow-up connected to the right record.
Run the claim
Keep documents, photos, tasks, deadlines, field updates, communications, and the working history in one firm workspace.
Questions firms ask
Straight answers before you start.
Who controls information in an AdjusterDesk workspace?
A customer firm controls the claim and client information it adds to its workspace. AdjusterDesk uses that information to provide, operate, secure, and support the service. We do not sell customer claim content.
What does AI do — and what does it not do?
AI-assisted features can help organize information, summarize material, and surface details for review. They do not determine coverage, make claim decisions, establish claim value, replace professional judgment, or provide legal, insurance, public-adjusting, financial, or compliance advice.
How does DocuSign work with AdjusterDesk?
A firm connects its own DocuSign account and uses its own approved retainer templates. The workflow can keep sender, envelope status, and related follow-up connected to the correct record. The firm remains responsible for its documents, account configuration, and applicable requirements.
Can teams use AdjusterDesk from the field?
Yes. AdjusterDesk is available in a mobile browser for tasks such as opening a claim, reviewing information, logging notes, and uploading photos or documents. A laptop or tablet may be more suitable for heavier data entry or large upload batches.
Who is AdjusterDesk built for?
AdjusterDesk is built for public adjuster firms, including solo practitioners and boutique teams that need a shared workflow for intake, retainers, active claim files, field work, and follow-up.
See how the workflow fits together.
Explore the sample workflow before creating a workspace, or begin setting up your firm when you are ready.