Workspace controls
Firm owners and admins manage membership and workspace roles, so access to claim information stays with the people your firm chooses.
Why AdjusterDesk
Built for public adjusters, not generic CRM.
Generic CRM and project-management software are built for sales pipelines and general task boards. AdjusterDesk is built around the public-adjuster claim itself — from the first lead to a signed retainer, an active file, field work, and follow-up.
No credit card required
The practical difference
General-purpose tools bend to fit a claim. AdjusterDesk starts from one.
A generic CRM or project-management tool can be configured to track a claim, but the file has to be rebuilt from contacts, deals, boards, and folders that were not designed around a loss, a retainer, or a carrier. AdjusterDesk keeps the workflow areas below connected to the same record.
| Workflow area | Generic CRM or project tool | AdjusterDesk |
|---|---|---|
| Lead and intake capture | Built around sales contacts and deals; loss and property details get bolted on as custom fields | A public intake form captures loss and property details as part of the record from the first contact |
| Claim file structure | A generic contact or deal record with no concept of a claim, carrier, or loss | A structured claim file tied to the client, property, and carrier |
| Documents and field photos | Attachments live in a separate drive, folder link, or shared album | Photos and documents attach directly to the claim record |
| Deadlines and tasks | General-purpose task lists or boards with no link to claim-specific timing | Deadlines and tasks stay tied to the file, its status, and an owner |
| Retainers and signatures | A separate e-signature tool with no connection back to the client record | Your firm's own DocuSign templates send from the claim, and status stays attached |
| Client communication and follow-up | Follow-up depends on someone remembering to send the next message | Communication history stays with the file, and follow-up can run on autopilot if your firm turns it on |
| Field and mobile use | Built for office use first; field updates get relayed later by text or email | Phone-browser access to open a file, add notes, and upload photos from the field |
End-to-end workflow
One connected path from first contact to a resolved claim.
- 01
Capture the lead
Public intake and a lead inbox bring a new opportunity into one place instead of a business card, text thread, or email.
- 02
Open the claim file
Contact, property, and loss details become a structured claim record connected to the original lead.
- 03
Sign the retainer
Send your firm's own retainer through its connected DocuSign account and keep signature status attached to the file.
- 04
Run the claim
Organize documents, photos, tasks, deadlines, carrier and client communication, and AI-assisted review around the file — from the office or the field.
- 05
Follow up until it's resolved
Keep the client informed and the next action visible, whether that's a manual note or an automated follow-up your firm chooses to turn on.
Beyond the file
Built-in awareness a generic tool doesn't have.
AdjusterDesk includes storm and event awareness for planning a response, and property, carrier, and contact research where available — connected to the same claim workflow, not a separate lookup tool. A public adjuster community and resource library are built in for firms that want them.
Your firm stays in control
Workspace controls, not a black box.
No claim advice
AI-assisted tools help organize and summarize information for review. They do not determine coverage, cause, or value, and they are not legal, insurance, public-adjusting, or compliance advice.
Your firm decides what to use
Optional capabilities like the AI receptionist and automated follow-up are opt-in. A firm turns them on when it's ready, not by default.
AdjusterDesk™ provides organizational and workflow software. It does not provide legal, insurance, public-adjusting, financial, coverage, or compliance advice. See the security overview for more on access controls.
See it built around your claim, not a generic pipeline.
Explore the sample workflow, then start your own workspace with a 14-day free trial. No credit card required.