Start with a safe sample
Open an interactive fictional claim before entering client information.
Founding Firm Pilot
Start with the workflow. Not another sales call.
AdjusterDesk is opening its workflow to public-adjuster firms that want a clearer way to connect intake, retainers, field work, and active claim files.
14-day free trial · No credit card required · Start with fictional sample data
Why join the pilot
A practical way to see whether the workflow fits your firm.
There is no need to migrate a whole operation or load live client information on day one. Start with the sample, test the parts that matter to your team, and decide from there.
Build around the work
Connect intake, retainers, field files, tasks, deadlines, and next actions to the same record.
Keep a direct line
Pilot firms can reply with onboarding questions and workflow feedback as they evaluate the fit.
Your first week
Keep the first step small and useful.
You do not need to change every process at once. The pilot is designed to let a firm evaluate the workflow in the order the work actually happens.
- 01
Explore the sample workspace
Walk through a fictional claim and see how the field and office stay on the same record.
- 02
Set up the essentials
Create a workspace, invite the people who need access, and connect your own DocuSign account when ready.
- 03
Try one real workflow
Start small: use one lead or claim, then decide what your firm wants to carry forward.
See the workflow before you commit to it
Open the sample workspace. Then decide whether it belongs in your firm.
Start with a 14-day trial and fictional sample data. When you are ready, your firm controls what it adds and who can access it.
AdjusterDesk provides organizational and workflow software. It does not provide legal, insurance, public-adjusting, coverage, financial, or compliance advice.