Represent your firm professionally
Add your firm logo and details once, then give clients a secure claim portal that feels consistent with the firm they hired.
Branded client communication
Give clients a secure claim portal that looks like your firm.
Use your firm name and logo while sharing client-safe claim status, document requests, messages, and uploads. Your internal strategy, tasks, notes, financial details, and AI workspace stay private.
FP
Your Firm Name
Secure client claim portal
Claim status
Documentation review
File openedDocumentsNext step
What your client sees
Selected updates, document requests, shared files, and the current next step.
What stays internal
Strategy, staff tasks, private notes, financial details, and AI workspace activity.
Illustrative client portal. No live client data.
A practical operating system for the work behind every claim.
Let clients see what matters
Share client-safe status, selected document categories, updates, and next steps without making clients chase down the latest email thread.
Keep internal work internal
Strategy, staff tasks, private notes, call logs, financial details, and AI workspace activity remain inside the firm workspace.
Connected workflow
Keep the story of the claim in one record.
- 01
Add your firm logo and contact details in Settings
- 02
Review the claim and decide what is appropriate to share
- 03
Send the client their secure claim-specific portal link
- 04
Keep internal follow-up, notes, and claim operations in the firm workspace
Questions public-adjuster firms ask
Understand the workflow before changing it.
Can we add our own logo to the client portal?
Yes. A firm owner or admin can upload the firm logo and set firm details in Settings. The logo appears in the secure client portal and on supported firm-facing documents and communications.
What can a client see in the portal?
Clients see a client-safe claim overview, selected updates, document requests and uploads, and the current next step. The firm controls the claim workflow and keeps staff-only work in the firm workspace.
Are internal notes and AI work visible to the client?
No. Internal notes, strategy, staff tasks, financial details, call logs, and AI workspace activity are not part of the client-safe portal view.
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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.