A direct product line
Share what slows the office, field team, or owner down. Feedback is reviewed personally; no feature request is promised automatically.
AdjusterDesk Founding Firm Council
Help shape the operating system your firm actually needs.
For public-adjuster firms that want a cleaner workflow and a direct line to the team building it. Start small, evaluate with fictional data, and decide what belongs in your workspace.
What membership means
More direct than a generic trial. Still grounded in your firm's judgment.
A safe first migration step
Start with one workflow and structural information about how your team works. Do not send claim files, client details, or policy information through this form.
Permission-first proof
If your firm later wants to share a result, AdjusterDesk asks for written permission and approved wording before any public use.
Migration concierge
A measured first move—not a risky data dump.
We can help map a starting workflow, but a firm controls what it enters, uploads, connects, and shares. Nothing in this request asks for client or claim information.
- 01
Map the current handoff
Identify where your leads, retainers, field updates, and tasks live today—at the workflow level only.
- 02
Choose one useful starting point
Pick one path such as intake, retainer follow-up, field-to-office handoff, or a first active claim.
- 03
Use the sample before live work
Walk the fictional workspace with your team, then decide whether and how to bring in real firm information.
Start with the workflow
See the sample workspace before deciding to migrate anything.
The sample uses fictional information and shows the core path from opportunity through retainer, field evidence, tasks, and the claim record.