Yes exactly and yes we have Workflow 9.1

In that case you might be able to pass the variables from the form into workflow using the "Workflow" service task in the process modeler. You could then use something similar to this to get the current month, retrieve the content from your form and the current field value for this month and add them together.

Please note that in your version the "Retrieve business process variables" activity is probably called "Retrieve Laserfiche Forms Content".

This is a little difficult to explain in writing so if you've got any questions fire them over!

Cheers, Dan

Yes many questions unfortunately as i am very new to the software. Do i need a separate database to generate the form table data for each site/ clients? How does the process know what person to add the data to?

You could probably just have a drop down on the form with a list of all the clients in it, then when the forms data is retrieved by workflow you could use the client name from the drop down to search your repository for the client folder? This list could be loaded from a database table or entered manually.

That seems like the form would be more complicated than the users want. I attached what I would like the form's layout to be  based on a test form I made. I want to table to populate from the clients assigned to each site and just have a hot and frozen box to be filled out. 

Oh I see, yes in that case you'd need a table that has a list of the client's first name, last name, ID and corresponding site, then use a lookup rule to fill the table data based on the site that's selected.