Hi Kathleen and welcome to the community.
In theory you could create tables with all fields you need and then transform them to Detailed view which looks like fill in template. Then all data is properly collected, organised and visualised.
The main question you need to ask yourself is - how exposed should be the information to all your clints and to a single client.
I have been willing to do exactly what you say and have been going far and beyond Coda’s capabilities (without development and too much APIs). Coda did not work for us because the presumption for Coda is that it is mostly for internal purposes and internal teams. Confirming this observation with this pole: Is Coda for Small Businesses?
Stay tuned and consider this particular security (know-how) aspect, especially if you are consulting business.