Public adjuster workflow guide for teams standardizing the operating rhythm.

Who this guide is for

• Firms that know the stack feels messy but need a clearer map of what the workflow should actually be.
• Leaders preparing the team for software rollout or operational standardization.
• Operators who want clearer handoff expectations between intake, field work, and response prep.

Start with intake and claim kickoff

The workflow should begin with a claim record that is ready to move, not just created.

• Capture first-notice details with enough structure for the next owner.
• Attach early evidence and missing-item visibility to the same claim record.
• Clarify ownership before the file leaves intake.

Move through documentation and active execution

The middle of the workflow is where most teams lose continuity.

• Keep photos, notes, documents, and updates attached to the live file.
• Use visible next actions and blockers instead of status chasing across side systems.
• Treat field work and office follow-through as one connected process.

End with response readiness, not last-minute reconstruction

Late-stage work should feel like controlled assembly, not emergency cleanup.

• Use clear readiness criteria before submission or escalation moments.
• Make missing items, open questions, and final review ownership visible.
• Roll lessons back into intake and SOPs so the workflow gets stronger over time.