⚡ The qualification layer for professional services — built for humans and AI agents

Know Which Website Enquiries Are
Worth Calling — Instantly

Tailyx filters, scores, and qualifies inbound enquiries in real time — whether from a human filling out a form or an AI agent acting on their behalf. Your team only spends time on leads that actually matter.

For: Law Firms  ·  Accountants  ·  Consultants  ·  Real Estate  ·  Counselling Practices
Live Demo

See It Working for Your Industry

Pick your sector and interact with the widget — then watch the firm-side score update in real time.

Industry
Legal demo: qualify case type, urgency, matter fit, and next-step routing.
0
👁 Firm view — hidden from visitor
Awaiting input
Interact with the widget above to see scoring in real time.
You Set the Rules

Not All Leads Should Be Treated Equally

TailyX isn't a passive contact form — it's a policy-driven qualification engine. You define who gets through, who gets filtered, and who gets called first.

Most websites capture enquiries.
TailyX decides whether they are worth your time.

📧

Email Policy

Block free email addresses entirely, apply a score penalty, or give a bonus to verified work emails. You decide what signals quality.

Block · Penalise · Boost
📋

Contact Form Control

Configure exactly which fields to collect — by industry, by service line, by intent. Ask only what matters. Remove what wastes time.

Your fields. Your rules.
🎯

Scoring Logic

Define what a qualified lead looks like for your firm. Weight questions by importance. Set thresholds that match your real client profile.

0–100 · Hot / Warm / Cold
🔀

Routing Logic

Hot leads get instant alerts. Warm leads go into a nurture sequence. Cold leads are filtered out politely — before they waste anyone's time.

Auto-route · Alert · Filter
✓
Block free emails entirely
✓
Penalise low-quality enquiries
✓
Prioritise high-value profiles
✓
Customise contact fields by industry
✓
Set your own qualification thresholds

Why Professional Services Firms Miss High-Value Enquiries

A routine query and a client worth $20,000 both arrive as unread emails. Here's what happens when you can't tell them apart fast enough:

1

You're in court, on a call, or delivering for a client

Your actual job keeps you busy — that's what you're paid for.

2

A high-value enquiry lands on your website

They need help urgently. They fill out your contact form.

3

Hours pass. Maybe days.

The enquiry sits in your inbox, mixed with newsletters and low-priority requests.

💸

You spend time on the wrong enquiries — and your best ones go cold

Your competitor replied first. You never knew what you lost.

📊

And you can't tell which campaigns actually produced real clients

Your ad platform reports clicks. Your contact form reports submissions. Neither tells you which campaigns produced leads worth calling — because they can't see inside the qualification flow.

Know Who to Call First — Automatically

A short set of questions you control — answered in minutes — scored instantly.

📋
Step 1: Qualify
Your widget qualifies enquiries with your custom questions — then produces a lead score.
~45 seconds
🎯
Step 2: Prioritise
TailyX scores them 0–100 and categorises as Hot, Warm, Lukewarm, or Cold.
🔔
Step 3: Respond
Hot leads trigger instant alerts. You know exactly who to call first — and what to say.

Different Leads, Different Actions

Configure what happens automatically for each type.

🔥 Hot (80-100)
Call Today
Has budget, needs help urgently, can make the decision.
→ Instant SMS/email alert to you
☀️ Warm (60-79)
Follow Up This Week
Interested, needs time or internal approval.
→ Automated nurture sequence
💧 Lukewarm (40-59)
Keep Warm
Early research phase, timeline 3–6 months out.
→ Added to your newsletter
❄️ Cold (0-39)
Not a Fit
Low urgency, outside your target profile, or just researching.
→ Politely filtered out

💡 Scores and thresholds are adjustable to match your business.

The CRM Alternative for Professional Services — Without the Complexity

CRMs like HubSpot and Salesforce assume you have a sales team. Chatbots collect messages but can't tell if someone is ready to buy. And AI agents are already visiting your website — without any way to qualify themselves. TailyX handles all three.

💾

CRMs (Salesforce, HubSpot)

Designed for sales teams you don't have. Requires setup, training, and someone to manage it. Overkill for most professional services.

⚡

TailyX AI

Instantly highlights the enquiries you should respond to first — and what to focus on in the first call. No CRM setup required.

Also tracks which campaigns produce qualified leads — not just traffic.

🤖

Regular Chatbots

Answer FAQs but can't tell if someone is ready to buy or just browsing. You still have to review every conversation manually.

🧠

AI Agents (GPT, Claude, Gemini)

Already visiting professional services websites on behalf of clients. Without Tailyx, they can't tell if your firm is taking new clients, what you specialise in, or whether the enquiry is even a fit. They guess — or give up.

With Tailyx, they qualify through the same pipeline as any human visitor.

💡 If some enquiries are worth 10x others — and you're the one who has to figure out which — TailyX was built for you. Law, consulting, accounting, counselling, immigration, financial advisory, and beyond.

A Qualification Engine — Not Another CRM

Every enquiry that passes your filters lands in your dashboard with a score, a summary, and a recommended action. Your rules ran automatically before you even opened your inbox.

✓ Minutes to install
✓ 45-second qualification
✓ Instant priority alerts
✓ No CRM required
✓ Block or penalise free emails
✓ Editable contact form fields
✓ Campaign attribution built-in
✓ Export anytime
📊 Campaign Attribution

Running LinkedIn ads, email campaigns, or any outreach that sends traffic to a page with your widget? TailyX automatically tracks which campaigns produce qualified leads — not just clicks. You'll see exactly which source and campaign drove each contact, scored and attributed from the moment they landed.

Deal Pipeline Dashboard
TailyX deal pipeline dashboard showing scored leads
Client Experience

Your Competitors Send Clients
to a Contact Form.

Most firms collect enquiries. The best ones decide what to do with them — instantly. TailyX gives you a branded intake experience that scores every visitor before you've said a word.

The status quo
Contact Us
Full name
Email address
How can we help you?
Submit →
"We'll be in touch within 2–3 business days."
No context captured No priority signal Good leads wait
VS
With TailyX
⚖️
Hargreaves & Partners LLP
Online now
Answer 3 quick questions and we'll tell you exactly who to speak to — and get someone to you faster than a contact form ever would.
🚗  I was injured in an accident
🏢  I was hurt at work
🏛️  I need employment advice
✓ What the visitor receives
Based on what you've shared, your case sounds strong. A senior attorney will call you personally within 2 hours. No obligation.
👁 The firm sees (visitor never sees this)
92
🔥 Priority Client — Call Today

Recent accident, ER-treated. Call within 2 hours.

✓ Context captured ✓ Instant priority score ✓ Your branding

Most firms collect enquiries.
The best ones decide what to do with them — instantly.

💡

Scores, questions and thresholds are all configurable to your firm.

Human or AI

The Front Door for Every Enquiry — Human or AI

More and more people are using ChatGPT, Claude, and other AI assistants to find and contact professional services firms — instead of searching Google themselves. When that happens, the AI reaches out to your firm on their behalf.

Tailyx is ready for them. Every enquiry — whether typed by a person or sent by an AI assistant — goes through the same qualification process. Same questions. Same score. Same alert to you.

No extra setup. No changes to your website. You stay in control of who gets through, and what happens next.

The agent economy doesn't just have a discovery problem.
It has a qualification problem. That's what Tailyx solves.

✓
Your qualification rules apply to every inbound request
✓
Scored and routed automatically — no manual review
✓
You decide who gets through, and on what terms
→
Early API access available
Live Proof

A live AI agent qualified itself on our system. It scored 10/11.

More and more people are using ChatGPT, Claude, and other AI assistants to find and contact professional services firms. We tested it. The AI visited a client site with no prior knowledge of Tailyx, no special setup, and no instructions — and qualified itself through the same process as any human visitor.

10/11
Qualification score on first attempt
3
LLM calls — full end-to-end
PASS
Live test, April 2026
0
Changes required to firm's website

Tailyx works today, with the AI agents that exist today, on infrastructure firms have already deployed.

Backed by Leading Technology Partners

Your Front Door Should Be a Filter — Not a Form

Somewhere in your inbox right now is a client worth calling today — buried under enquiries that aren't worth your time. TailyX decides who gets through, scores every lead automatically, and tells you exactly who to call first.