Give clients a clear place to look
Share the information your firm has chosen to make client-visible instead of relying on scattered email threads and repeated status questions.
Client communication
Share client-safe claim updates without exposing the firm’s internal work.
AdjusterDesk gives public-adjuster firms a client portal for shared claim updates, messages, and uploads. Internal notes, tasks, documents, call logs, strategy, and AI workspace activity remain inside the firm workspace.
A practical operating system for the work behind every claim.
Keep internal work internal
The client portal is separate from the firm workspace, so teams can continue managing tasks, internal notes, documents, and operational activity in the claim record.
Keep communication connected to the claim
Client messages and shared uploads stay connected to the relevant claim rather than being left in a separate inbox or personal device.
Connected workflow
Keep the story of the claim in one record.
- 01
Review the claim and decide what is appropriate to share
- 02
Invite the client to their claim portal
- 03
Share client-safe updates and receive messages or uploads
- 04
Keep internal follow-up, notes, and claim operations in the firm workspace
Explore AdjusterDesk™
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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.