Define fit for your own services
Configure questions and scoring rules around the work, timing, location and commercial context your firm considers relevant.
Lead Qualification Software
Qualify Client Enquiries Before You Reply
Help professional-service teams use firm-defined questions, explainable priority and recorded outcomes before scarce senior time is spent.
Why it matters
Prioritise the enquiries that deserve attention
Protect scarce senior attention
Show priority with the supporting answers so lawyers, accountants, advisers and consultants can review the right enquiries first.
Learn from recorded commercial outcomes
Keep qualification, source context and the outcome your team records together as directional first-party evidence.
The process
From your definition of value to first-party outcome evidence
The business defines what matters. TailyX then keeps each stage connected without making the commercial decision for your team.
- Define: choose the questions, criteria and scoring rules that reflect your business.
- Qualify: capture structured answers from incoming enquiries.
- Prioritise: review the score together with the evidence behind it.
- Outcome: let a human decide the next step and record what happened commercially.
- Learn: use recorded outcomes and source context as directional evidence for future decisions.
Where it fits
One qualification workflow for service firms where opportunity value is unequal
TailyX supports law, accounting, advisory, consulting and other service businesses that need better intake evidence before committing senior time. It supports commercial judgement; it does not provide professional advice.
Pricing
Simple trial and pricing
Start with a 14-day no-card trial. After the trial, TailyX is USD 19.99 per month or USD 199.99 per year for one Company/workspace subscription.
FAQ
Frequently asked questions
Does TailyX reply to prospects automatically?
No. TailyX helps qualify and prioritise enquiries before a human replies.
Do I need a CRM?
No. TailyX is designed to work as a focused lead qualification workspace.
How does TailyX learn from outcomes?
Your team records commercial outcomes. TailyX keeps those outcomes connected to the original qualification and source context, creating directional first-party evidence for later human decisions. Small samples should be treated cautiously.