I have an Attorney client that only does mediations. What we want to be able to do is:
1. Have a case intake form that gathers the Attorney's, Plaintiff's and Defendant's data (there could be several of each) and save the data.
2. We want this case form to partially populate from the database for repeat customers so they don't have to re-enter their basic info again.
3. After a case form has been submitted we want to be able to populate some other forms from the initial case entry. Namely a settlement agreement that will populate with the Attorney's, Plaintiff's and Defendant's data. And also an invoice that will also populate from the case data.
I already purchased the personal edition of Gravity Forms before I saw this part of the forum. I upgrade to the developer level if it helps get this job done.
I am not sure if the above is even posible. Please let me know what might be the best way to go about accomplishing the above scenario.
Thank you for any insight's.