⚡ 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 clients who are actually ready to engage.

For: Law Firms  ·  Accountants  ·  Consultants  ·  Real Estate
⚠️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 proven to predict deal quality. Each response is scored in real time against your firm's thresholds.

3

You receive a prioritised, scored lead

Hot leads (score 75+) 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 automatically categorised as Hot (75–100), Warm (50–74), Lukewarm (25–49), or Cold (0–24) 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

Captured data is augmented with company and role signals where available — so your team arrives at the first call already knowing the visitor's seniority, company size, and likely budget range. No manual research required.

Manage

Pipeline Dashboard

A lightweight deal pipeline shows every qualified lead with their score, conversation summary, and recommended next action. Use it standalone or sync to your existing CRM. No new workflow required — it works with what you already have.

Customise

White-Label 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 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 full context — before the competitor even reads their inbox
Built-in pipeline dashboard — no CRM setup required to get started
🎯Who It's For

Built for professional services firms 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.

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.

Install in under 5 minutes

One script tag. Works on any website. No developer needed.

<script src="https://widget.tailyx.ai/embed.js" data-key="YOUR_KEY"></script>

Start qualifying leads today

Join the beta program and get TailyX set up on your website with our team's help. Currently accepting professional services firms in Singapore and internationally.

Request Beta Access