LollyLaw has a time saving approach to collecting client information that can be use to fill out forms with the information you already have in Contacts.
Forms will often ask you to search for and select a contact rather than write out an individuals information over and over again across forms. (i.e. Spouse, Child)
For example, if a form asks "Search for and select your current spouse, if applicable" you will:
Type to search using the last and first name
When the results appear in a drop-down, select the desired contact
Lolly Law will store and retrieve all the information from the contact to fill out the form
If you do not get search results and you are sure the contact does not exist, you can press the "Add New Contact" button to create a new contact:
Complete the simple contact entry form
Press the save button to save the contact
Lolly Law will add that contact record to the field
Press the save button again to save the form
Note: You may also leave the form to create the new contact in the Contacts section.