A form submission should not become an email.
Every fill creates or updates the contact, attaches the answers to their record, and can start a workflow — book the appointment, raise the task, notify the right person, charge the deposit.
What it does
A fill matches an existing contact or creates one, and the answers live on the timeline. Not a notification email somebody has to retype.
Show and hide questions based on earlier answers, so a long intake asks each person only what applies to them.
Hosted on your own domain, embedded as an iframe on a site you host yourself, or linked from a text message. Same form, same data.
Capture agreement to a policy version, take a signature, and accept uploads — insurance cards, vaccination records, photos of the job — straight onto the record.
Send the intake when the appointment is booked and nudge before it, so nobody arrives with paperwork still to do.
Route submissions to the right person or team, batched into a digest rather than one email per fill.
Bot traps and scoring on public forms, so a public URL does not mean a junk queue.
What Lane does here
What it replaces
One system, one bill, one place your data lives.