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Secure business software

Collect sensitive information without PDFs, email attachments, or generic form builders.

Lemonade gives professional businesses secure forms, modern websites, and workflow software built around how they actually work.

Build My Secure FormSee Live Demo

Secure Forms from $29/monthCustom websites from $2,000+

lemonadeos.com/f/harborview-intake
HPHarborview Partners

New Client Intake

Full name
Jordan Avery
Email
jordan.avery@example.com
Secure document upload
referral-letter.pdf1.4 MBEncrypted
Secure submissionSubmit securely

All forms are secure. Healthcare forms are HIPAA compliant. How we secure data

  • Secure
  • Encrypted
  • Mobile Friendly
  • Custom Branding
  • Document Uploads
  • Workflow Ready

Lemonade Secure Forms

Replace paperwork with secure online forms.

Create branded forms your clients, patients, or customers can complete from any device.

Create My First FormSee Live Demo
forms.lemonadeos.com/brightline/patient-intake

Forms /Patient intake

Share link
BFBrightline Family Health

Patient intake

Collect demographics, contact details, and visit reason before the first appointment.

Full name
Alex Rivera
Date of birth
04 / 12 / 1988
Email
alex.rivera@example.com
Mobile phone
(555) 013-4471
Secure submissionSubmit
  1. 01

    Send

    Share a secure link or embed the form on your website.

  2. 02

    Collect

    Clients complete the form and upload documents from any device.

  3. 03

    Work

    Review the submission or connect it to the workflow your business already uses.

After submission

A form is only the beginning.

Collect information, documents, and requests — then connect them to the way your business actually works.

  1. CollectSecure form
  2. ReviewSubmission received
  3. RouteDocuments + information organized
  4. WorkStaff review, CRM, workflow
app.lemonadeos.com/submissions

Submissions

1 new

New Client Intake

Jordan Avery

Submitted 2 min ago · Secure submission

Status:New
Email
jordan.avery@example.com
Phone
(555) 014-2290
Reason for contacting us
I'd like to schedule an initial consultation and share some documents ahead of time.

Attached documents

  • referral-letter.pdf1.4 MB · Encrypted upload

Next steps

  • Staff reviewAssigned to Intake team
  • Add to CRMCreate or update client record
  • Start workflowNew client onboarding

Security & pricing

Start with one secure workflow. Expand when you need to.

  • Secure

    Every form is secure, so sensitive information never travels by email attachment.

  • HIPAA Compliant

    Healthcare forms are HIPAA compliant for patient intake, consents, and referrals.

  • Mobile Friendly

    Forms work cleanly on phones, tablets, and desktops.

  • Custom Branding

    Match forms to your business and website.

  • Secure Uploads

    Let customers submit documents directly through the form.

  • Custom Workflows

    Build forms around your organization's actual intake process.

Secure Forms

Subscription

Starting at

$29/month

  • Custom branded forms
  • Secure submissions
  • Mobile-friendly forms
  • Custom fields
  • File uploads
  • Submission notifications
Create My First Form

Need multiple workflows, integrations, or a custom implementation? Talk to us.

Custom development

Need more than a form? We'll build the whole site.

Modern websites built around your business, with secure forms, scheduling, CRM integrations, automation, custom workflows, and customized telehealth platforms.

Web development from

$2,000+

Every project is scoped and quoted individually after a discovery call.

We don't just design pages. We build the workflow behind them.

  • Professional Website

    Marketing site + contact/intake workflow

    Essential

    Starting at$2,000+

    • Small-business website
    • Responsive design
    • Contact or intake forms

  • Practice / Firm Website

    Website + secure forms + scheduling/integrations

    Professional

    Starting at$4,000+

    • Custom design
    • Secure workflows
    • Scheduling and CRM integrations

  • Custom Business Platform

    Telehealth, portals, CRM, and automation

    Custom Platform

    Scoped to your needsCustom quote

    • Customized telehealth platforms
    • Client portals and dashboards
    • Workflow automation and AI tools

Starting prices reflect typical projects. Listed items are examples of what each tier can include, not a fixed bundle; scope and quote are confirmed in writing before work begins.

Request a Website Quote

End-to-end business systems

Start with a form. Build the system around your business.

Instead of forcing your business into disconnected software, Lemonade can build an end-to-end system around the way your organization actually works, for medical practices and non-medical businesses alike.

  1. 01 · EntryStart here

    “I need a secure form.”

    Secure Formsfrom $29/month

  2. 02 · Project

    “I need a better website.”

    Custom web developmentfrom $2,000+

  3. 03 · Expansion

    “Our internal workflow is inefficient.”

    Workflow automation

  4. 04 · Platform

    “I can't see where work gets stuck.”

    CRM, records, and operational KPIs

  5. 05 · Custom

    “We need something unique to us.”

    End-to-end business software

From the first website visit to the final workflow.

Lemonade can connect the systems that bring customers into your business with the systems your team uses to serve them.

Most agencies build the website. Most software vendors sell the application. We connect the two.

Marketing

Brings customers in

  1. Website

  2. Inquiry

  3. Secure Form

  4. Conversion

Operations

How your team serves them

  1. Client Record

  2. Workflow

  3. Employee Tasks

  4. Documents

  5. Completion

Intelligence

What management can see

  1. KPIs

  2. Workload

  3. Bottlenecks

  4. Management Decisions

Operations intelligence

Know how your business is actually operating.

Define the KPIs that matter to your organization and connect them directly to your workflows. The numbers come from the work your team is already doing, not from extra reporting.

app.lemonadeos.com/operations

Operations overview

This weekExample metrics
New inquiries
48
Intake completion
86%
Avg. response time
2.4h
Open tasks
37

Team workload

Assigned work vs. capacity

  • Sarah M.72%
  • David R.91%
  • Jordan A.48%
  • Alex P.63%

Near capacity: a cue to rebalance work, not to monitor people.

Workflow bottlenecks

Items waiting at each step

  • Prior authorizations14 waiting
  • Document review8 waiting
  • New client follow-up6 waiting
  • Billing review3 waiting

Examples of what a custom system can be designed to measure:

  • New inquiries
  • Intake completion rate
  • Conversion rate
  • Response time
  • Open and completed tasks
  • Workload by team member
  • and more

Improve capacity before adding headcount.

When demand increases, hiring more people shouldn't always be the first solution. Lemonade can design workflows that help your existing team accomplish more without unnecessarily increasing administrative hours and overhead.

  • Reduce repetitive administrative work
  • Expose bottlenecks and workflow delays
  • Organize information in one place
  • Automate routine steps
  • See how work moves through the organization

Our approach to EHR integration

Your software shouldn't depend on someone else's EHR.

Even when interoperability mechanisms exist, connecting independent software to an EHR can introduce:

  • API limitations
  • Vendor requirements
  • Security reviews
  • Changing interfaces
  • Implementation costs
  • Ongoing maintenance

For that reason, we generally don't design Lemonade solutions around third-party EHR integrations. When possible, we'd rather build the workflow you actually need.

Need an EHR? Use Lemonade EHR.

Our own EHR keeps patient records, secure forms, and your workflows in one system, with no third-party integration to maintain.

Less middleware. Fewer dependencies. More control over your workflow.

Patient-access, privacy, security, and contractual requirements still apply to any data exchange, and we scope those case by case.

Your business probably doesn't work exactly like everyone else's. Your software doesn't have to either.

Lemonade builds custom systems around the workflows, information, metrics, and operational requirements that make your organization different.

Discuss a Custom SystemStart With Secure Forms

Collect the information. Move the work. Measure what matters. Improve the system.

Industries

Same secure foundation. Adapted to your industry.

Lemonade OS isn't only for healthcare. The same infrastructure adapts to any business that handles sensitive information.

  • Healthcare

    HIPAA-compliant forms, Lemonade EHR, and customized telehealth platforms.

  • Legal

    New-client intake, conflict-check details, and case documents.

  • Accounting

    Client onboarding, tax-document collection, and secure information requests.

  • Professional Services

    Applications, employee onboarding, and service requests.

Already have a website?

Add secure forms to your existing website without rebuilding everything.

Create My First Form
Starting at $2,000+

Need a new website?

We'll build the site and integrate forms, scheduling, CRM, and workflows around your business.

Request a Website Quote
From one secure form to a complete business workflow

Stop sending PDFs back and forth.

Give clients a faster, cleaner, and more secure way to send you information.

Build My Secure FormRequest a Website Quote
Secure Forms
from $29/month
Custom web development
from $2,000+