⚡ Lead Qualification Software for Professional Services

Know Which Enquiries Are
Worth Calling — Instantly

TailyX replaces your contact form with a guided qualification flow that scores every inbound enquiry in under 45 seconds — so law firms, accountants, and consultants respond first to their best leads, without a CRM or a sales team.

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

The Contact Form Alternative for Professional Services Firms

Law firms, accountants, and consultants lose high-value clients every week by responding too slowly — or to the wrong enquiries first. TailyX qualifies and scores every inbound visitor automatically, so you always know who to call first.

Ideal for: Firms where one person handles inbound for multiple fee-earners — and not every enquiry is worth the same call.

👇 Try It Right Now — Click Your Industry

See how different firms score and prioritise enquiries — in under 30 seconds.

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.

Simple Inbound Lead Management — Not Another CRM

Every qualified lead lands in your dashboard with their score, a summary of what they need, and a recommended next action. Use it standalone or export to your existing tools. No CRM setup, no sales training, no wasted time.

✓ Minutes to install
✓ 45-second qualification
✓ Instant priority alerts
✓ No CRM required
✓ Works with your inbox
✓ Export anytime
✓ Campaign attribution built-in
📊 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.

Backed by Leading Technology Partners

Start Prioritising Inbound Enquiries Automatically

Somewhere in your inbox right now is a client worth calling today. TailyX qualifies, scores, and prioritises every inbound enquiry — so you respond first to the ones that matter, without a sales team or CRM.