Matter type
Capture the visitor's selected practice area or matter category before routing.
Legal Intake Qualification
Lead qualification software for law firms
TailyX helps law firms collect better website intake evidence before a human review: matter type, location, urgency, fit and routing context, without pretending software can replace legal judgement.
The intake problem
A standard contact form gives every website enquiry the same shape: name, email and a free-text message. For a law firm, that can make urgent or high-fit matters hard to separate from low-fit, incomplete or out-of-scope requests until a lawyer or intake team reads them manually.
What TailyX can collect before review
Jurisdiction and location
Collect location context that may affect who should review the enquiry.
Urgency
Ask whether there is a deadline, hearing, transaction date or other time pressure.
Fit and scale
Use structured questions to surface budget, value or scale proxies where appropriate.
Representation status
Capture whether the visitor already has representation, where that is useful intake context.
Routing context
Collect basic counterparty or decision-maker details only where your own intake process requires them.
Qualification evidence, not legal advice
TailyX gathers routing and qualification evidence. It does not give legal advice, determine legal merit, perform a complete conflict check, or create an attorney-client or solicitor-client relationship. Appropriate intake, conflict and compliance processes vary by jurisdiction and should be set by the firm's own legal, risk and compliance professionals.
How this connects to follow-up
Qualified legal enquiries appear in Revenue Inbox with the captured answers and outcome actions. Your team can review the lead, decide whether to follow up, and record the eventual commercial outcome when one is known.