I am a traffic lawyer. I need a platform to manage the intake of client, case and payment information - and possibly processing.
Client information would include
Date of birth
Phone Number (Home, cell, etc.)
Mailing Address if applicable
Case information would include
Court (drop down menu).
Payment processing information - I currently have a CC processor and they have code I can integrate through my page or an e-mail.
I have a website on a WordPress platform. I would like to integrate the capture of this information on a page through my website.
Once the information is captured it would be used to do at least two three things, 1. Create Client file and it would contain 2. Client contact information sheet, and 3. Populate a PDF document.
I would also like to see about putting a system attached to this which would allow my clients to go to my site, put in log-in information and see a status update on their case.