⚡ Lead Qualification Software — No CRM Required

Replace your contact form with
intelligent lead qualification

TailyX captures, scores, and prioritises inbound enquiries from your website automatically — so your team responds first to the enquiries that are actually ready to engage.

For: Law Firms  ·  Accountants  ·  Consultants  ·  Service Businesses
View Pricing
⚠️The Problem

High-value enquiries arrive unprioritised

All enquiries look the same in an inbox. No way to know who's ready to hire vs. who's just browsing — until you've already spent time on the wrong one.

1

Professionals are busy delivering

Lawyers, consultants, accountants — their job is client work, not lead triage.

2

Contact forms tell you nothing

Name, email, message. No budget signal. No timeline. No indication of intent.

3

Response speed determines who wins

The first firm to respond with context typically wins the engagement — not the best firm.

TailyX surfaces priority automatically

Know who to call first, what they need, and how urgent it is — before you pick up the phone.

🔄How It Works

From website visitor to qualified lead in three steps

No complex setup. No CRM required. One script tag and you're live.

1

Visitor selects their intent

Instead of a blank contact form, visitors click an intent button — "Book a Consultation", "Get a Quote", "I was injured in an accident" — tailored to your firm's services. This structured entry captures far more signal than free-text.

2

TailyX qualifies through a short flow

A short, conversational scoring sequence asks about budget range, timeline, authority, and specific need — the BANT criteria. Each response is scored in real time against your firm's configurable thresholds.

3

You receive a prioritised, scored lead

Hot leads trigger an instant alert with the full qualification summary. Warm leads enter a follow-up sequence. Cold leads are handled politely without wasting your time. Every lead includes a score band and recommended next action.

🛠️Platform Capabilities

Everything from first click to qualified lead handoff

Six capabilities that work together. Use what you need — all included in every plan.

Capture

High-Intent Button Flows

Visitors self-select via intent buttons tailored to your practice areas or service lines. They move quickly through a structured qualification process — designed for people who already know what they want.

Score

Real-Time Lead Scoring

Every response is scored against configurable BANT criteria. Leads are grouped into configurable bands — Hot, Warm, Lukewarm, Cold, and Unqualified — using the scoring rules and thresholds you set, so your team has a clear priority order before they read a single message.

Route

Intelligent Routing & Alerts

Hot leads trigger instant email alerts with the full qualification summary and score breakdown. Warm leads enter automated follow-up sequences. Each tier has configurable actions — adjust thresholds to match your firm's definition of a good lead.

Enrich

Lead Enrichment

Where enrichment is enabled, captured contact and company details — job title, company name, industry, location, social profiles — can be filled in automatically. Enrichment appears as a suggestion for your team to review and apply, not a silent change to the lead record.

Manage

Pipeline Dashboard

A lightweight deal pipeline shows every qualified lead with their score, conversation summary, and recommended next action. No new workflow required — it works alongside what you already have.

Customise

Customisable Widget

Match your firm's brand with custom colours, positioning, copy, and agent persona. Install with one script tag — no developer needed. The widget works on any website builder: WordPress, Squarespace, Webflow, or custom HTML. TailyX AI branding is shown during your trial and is removed automatically once you're on an active paid plan.

⚖️TailyX vs. a Contact Form

Why not just use a contact form?

A contact form captures a message. TailyX captures qualification data, intent signals, and a scored lead — automatically.

Traditional contact form

Receives a message with no context on urgency, budget, or intent
All enquiries look equal — no way to prioritise without manual review
Responds hours or days later with a generic acknowledgement
Loses high-value leads to faster-responding competitors
Requires a CRM or manual tracking to manage follow-ups

TailyX widget

Captures budget, timeline, authority and need before the visitor leaves
Scores and ranks every lead automatically — Hot, Warm, Lukewarm, Cold
Sends an instant alert to your team the moment a hot lead completes the flow
Your team calls first, with the qualification summary already in hand
Built-in pipeline dashboard — no CRM setup required to get started
🎯Who It's For

Built for service businesses where one missed lead costs thousands

High-value, relationship-driven businesses where response speed and context are the difference between winning and losing the engagement. The examples below are illustrative, not an exhaustive list.

Law Firms

Personal injury, family law, corporate advisory — practice areas where the first firm to respond with context wins the client. TailyX qualifies cases by type, urgency, and whether a retainer is expected before your team picks up the phone.

Accountants & Tax Advisors

Client lifetime value is high and the cost of pursuing unqualified leads is significant. TailyX separates business enquiries from individuals, captures service type and timeline, and routes high-value mandates to the right partner automatically.

Consultants & Advisors

Management consultants, IT advisors, HR consultants — who need to qualify budget and authority before investing in discovery calls. TailyX asks the hard questions so you don't have to in the first meeting.

Real Estate Professionals

Separate serious buyers and motivated sellers from Sunday browsers. TailyX captures purchase timeline, budget range, and whether financing is in place — so agents focus energy on the leads most likely to transact.

📈Improve Website

Qualification data feeds a human-approved improvement loop

Scoring and routing aren't the end of the story. TailyX also looks at what happened after each enquiry, and turns that into specific, reviewable suggestions.

1

Observe

Every qualified enquiry is recorded alongside its eventual outcome — won, lost, or no-fit — where your team logs one.

2

Understand

Improve Website and Page Funnels surface patterns in that qualification and outcome data — where enquiries drop off, and what tends to correlate with a better outcome.

3

Recommend

TailyX proposes a specific, scoped change — today, that means widget copy and qualification-flow wording, not a full page or campaign rebuild.

A human approves before anything ships

No recommendation goes live automatically. Someone on your team reviews it and approves it as a controlled experiment first.

4

Measure and learn

The experiment's results feed back into future recommendations, so the loop keeps getting more specific to your business.

This loop currently covers human-approved widget-copy and qualification-flow experiments. Broader page, content and campaign improvements are the direction we're building toward, not available yet.

Quick to install

Copy your embed code. Works on any website. No developer needed.

<script> window.LeadChatWidgetConfig = { embedKey: "YOUR_EMBED_KEY", apiHost: "https://tailyx.ai" }; </script> <script src="https://tailyx.ai/widget/loader.js" async crossorigin="anonymous"></script>

Where to go next

Start qualifying leads today

See TailyX qualify a sample enquiry, then we'll help you get set up on your website. Currently onboarding service businesses in Singapore and internationally.