Looking for a software to manage client status and documents that intergrade with Jot form

I am looking for a software to manage client status and documents that intergrade with Jot form. We are a small law firm. Once client fill up their information on Jotform, I need to integrate the info to the software so we dont need to enter the data again. Once the data is integrated, we must update the status, upload the letters and manage the case. What software do you recommend?

Hi,

Please check and test the Google Sheets integration. The form will automatically pass all the data to the Google Spreadsheet and you don't need to enter it. Here's a guide that you can follow: https://www.jotform.com/help/228-how-to-integrate-forms-with-google-sheets

You can also use the Submissions page and print/download the data by following these guides:

https://www.jotform.com/help/269-how-to-view-form-submissions

https://www.jotform.com/help/73-how-to-download-form-submissions-as-excel-csv-pdf

Would that work for you?