Lead qualification for law firms

Know Which Client Enquiry Deserves Attention First

New enquiries can look equally important until somebody reviews them manually. TailyX asks the intake questions your firm chooses, applies your qualification and scoring rules, and helps your team see which enquiries deserve attention before senior time is spent.

Structured qualification · Business-defined scoring · Revenue Inbox · 14-day trial

  • 14-day trial
  • No credit card required
  • Cancel anytime

We use your email to send a secure setup link and process your request. Privacy Policy

We'll email you a secure setup link. 1. Verify your email 2. Set up your workspace and configure the questions your business wants to ask

The problem

Every enquiry enters the same queue. They are not all equally important.

A commercial dispute, a property matter and an out-of-scope request can arrive through the same contact form with the same visual weight. The cost is not only missed speed; it is senior attention spent discovering basic fit after the enquiry has already reached the team.

Matter fit is often discovered after somebody reads the message.

Urgency, location and service fit are hidden inside unstructured text.

The team cannot easily compare which sources are associated with better enquiries.

The mechanism

Ask → Score → Prioritise

Turn a flat enquiry into a useful priority signal before the first response. The visitor answers structured questions, TailyX applies the scoring configuration your business controls, and your team reviews the result with the supporting evidence.

1

Ask

Collect the information that matters before the first response.

2

Score

Apply the qualification and scoring rules configured for your workspace.

3

Prioritise

Show the score, priority label and evidence so a human can choose the next action.

What TailyX does

A qualification layer before the inbox, not another generic form

TailyX supports website Widget and Contact Form surfaces, structured qualification questions, configured scoring rules, Revenue Inbox review, outcome tracking and Page & Campaign Funnels. It helps your team see enquiry quality, not just enquiry volume.

Revenue Inbox Law firms
High priority Review first
Follow up Good fit
Low priority Low fit

Industry fit

Qualification criteria your team can recognize

These examples are illustrative. Your workspace should use the questions and scoring criteria your business chooses.

Matter type

Capture the practice area or matter category before routing.

Jurisdiction and location

Collect location context that may affect who should review the enquiry.

Urgency and timing

Ask whether there is a deadline, transaction date or other time pressure.

Representation status

Collect existing-representation context where your intake process requires it.

Service fit

Use firm-defined criteria to separate relevant enquiries from unsuitable requests.

Routing context

Collect the context your team needs before deciding the next human step.

Why different

TailyX vs an ordinary contact form

Ordinary contact form TailyX
Information Flat message and basic contact details Structured qualification context
Priority Discovered after somebody reads it Shown before follow-up using configured rules
Workflow Email inbox or spreadsheet handoff Revenue Inbox, outcomes and source evidence
Learning Volume is visible, quality is harder to connect Page & Campaign Funnels provide directional source, qualification and outcome evidence

Revenue workflow

Qualify, prioritise, respond, learn

QualifyWidget or Contact Form asks structured questions.
PrioritiseConfigured scoring creates a useful signal.
ReviewRevenue Inbox keeps evidence with the enquiry.
LearnRecorded outcomes and funnels provide directional evidence about opportunity patterns.

Trust and scope

Qualification evidence, not legal advice

TailyX helps structure and prioritize intake information according to firm-defined questions and scoring rules. It does not give legal advice, determine legal merit, complete conflict checks or replace professional judgment.

Start simply

See TailyX qualify an enquiry for your law firm

14 days free · no credit card required · USD 19.99/month or USD 199.99/year after trial

  • 14-day trial
  • No credit card required
  • Cancel anytime

We use your email to send a secure setup link and process your request. Privacy Policy