⚡ Inbound Qualification Software for Professional Services

Know Which Website Enquiries Are
Worth Calling — Instantly

Tailyx filters, scores, and qualifies inbound enquiries in real time — so 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. TailyX tells you who matters right now — without setup, training, or a sales function.

💾

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.

💡 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.

Built for What's Coming

The Front Door for Every Enquiry — Human or AI

Today, your enquiries come from people filling out forms. Soon, they will come from AI agents acting on behalf of buyers. Whether human or AI, Tailyx qualifies, scores, and routes leads based on your rules. You stay in control of who reaches your firm, and what happens next.

The contact form was built for a world where humans searched for vendors.
Tailyx is built for what comes after that.

✓
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

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.