Client Tracking Software

How do I link new client information to standard letters, invoices, reports, etc. to?

Hello. Apologies if I sound like a complete idiot. I have been writing a manual and process flow chart for my practice. I have written all the standard relevant letters, invoices, forms, reports, etc. in advance and now want to link each document with the information obtained from each new client. How do I do this? Is there standard software available that one can use? Thanks in advance!

Public Comments

1. Yes. You can use MS Word and Excel and use the mail merge feature.