When Your Client Hires an Attorney: PA Guide

Who this is for. Public adjusters and independent adjusters who just received a representation letter on an active file, and anyone who wants attorney involvement to become a referral channel instead of a turf war.

The problem. When a lawyer appears on a claim, everything about your job changes shape: who talks to the carrier, how you write your notes, what you preserve, how the fees stack, and what your role is worth. Adjusters who keep operating as if nothing changed create chaos, damage claims, and lose clients. Adjusters who clarify roles in writing, tighten their file, and become the damages engine behind counsel end up with better outcomes and a steady stream of attorney referrals. The turn happens in the first week, and it is entirely a matter of process.

What is inside the free PDF:

• The role clarification call: a checklist to settle communication, negotiation, inspections, and document flow in writing
• Documentation hygiene: writing every note as if a judge will read it
• Preservation and litigation holds: what to keep and what never to discard
• The clean packet attorneys actually want: estimate versions, photo index, timeline, correspondence log
• The fee conversation: putting the combined math in front of the client early
• Seven mistakes that turn counsel into an adversary, and the habits that turn them into a referral source

Get the guide. Download the free PDF playbook and handle the next representation letter like the opportunity it can be.

One more thing. The organized file is the whole game here, and MESHA builds it automatically: a document hub that hands counsel one clean record, automated deadline tracking that keeps policy clocks visible while roles shift, a multi-client dashboard for your whole book, and a white-label homeowner portal that keeps clients informed under your brand. Join the founding list at mesha.cc/waitlist.

This guide is part of MESHA Academy, free field education for adjusters: mesha.cc/academy. MESHA for adjusters: mesha.cc