This section will allow you to keep all the attorney’s contact information and notes in one place.

Once their information is added and saved, you will be able to pull their information into any document created, such as a cover letter in your SOAP note report.

If you do not have any Personal Injury or Workers’ Compensation cases, you may not utilize this section of CoAction


Under Admin


Select Add

Enter in all necessary information


Training Video Reference

Please keep in mind, this is an old training video and may not provide a full explanation but, is provided for a visual walk through.



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