Hi Chad,

A typical arrangement with MS Office is that basic client data would be stored in a database or, perhaps, an Excel workbook (eg with a column for surnames, another for given names, another for street address, another for suburb, and so on). You could then use Word's mailmerge faciltity to generate a 'form' with a given client's details.

There are other ways, too, but it's hard to advise what might suit your current arrangements without further details about how you're obtaining/storing the client data, in particular.

You might find some useful info on sites like: http://www.officeforlawyers.com/

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Cheers,
Paul Edstein
[Fmr MS MVP - Word]