Your firm’s connection
Each firm uses its own DocuSign connection and default uploaded retainer template rather than sharing a platform sender account.
Retainer and DocuSign workflow
Keep the retainer workflow connected to the claim from first send to signed record.
AdjusterDesk lets each firm connect its own DocuSign account and default retainer template, then keeps delivery, signature status, follow-up work, and the completed record tied to the same claim.
A practical operating system for the work behind every claim.
Visible signature status
See whether a retainer was sent, viewed, completed, or needs follow-up without hunting through email or a separate e-signature login.
Claim-context follow-up
Keep client details, tasks, notes, and related activity alongside the agreement so the next step is clear to the whole team.
Connected workflow
Keep the story of the claim in one record.
- 01
Confirm the client and claim details
- 02
Select the firm’s retainer template
- 03
Send through the firm’s DocuSign account
- 04
Track status and follow up from the claim
Explore AdjusterDesk™
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.