Use your firm’s DocuSign account
Each firm connects its own DocuSign account in Settings → Integrations. AdjusterDesk does not use a shared platform sender for your retainers.
Public adjuster retainer workflow
Set up DocuSign for public-adjuster retainers without separating the agreement from the claim.
A connected workflow starts with your firm’s own DocuSign account and approved retainer template, then keeps sending, signature status, follow-up work, and the completed record with the related claim.
A practical operating system for the work behind every claim.
Prepare one approved default template
Upload the firm’s approved PDF retainer, confirm any signature or date anchor text, and give the template a clear name before a live send.
Track the next action with the claim
Keep recipient details, send status, tasks, follow-up notes, and the completed record together instead of rebuilding context from email.
Connected workflow
Keep the story of the claim in one record.
- 01
Connect the firm’s DocuSign account and confirm the sender identity
- 02
Upload and verify the firm’s approved retainer template
- 03
Review recipient and related claim details before sending
- 04
Monitor status and assign a follow-up owner until the record is complete
Explore AdjusterDesk™
Read the DocuSign setup guideRetainer workflow softwareSpreadsheets vs. connected workflowExplore the product tour
AdjusterDesk™ provides organizational and workflow software. It does not provide legal, insurance, public adjusting, financial, coverage, or compliance advice. Users review all AI-assisted output before use.