Connecting the Dots: Turning Leads into Revenue with Scorpion + Clio

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Connecting the Dots:

Turning Leads into Revenue with Scorpion + Clio

Better Data, Bigger Growth: The Power of Integration for Attorneys

Connecting the Dots:

Turning Leads
 Into Revenue with
 Scorpion + Clio

Better data, bigger growth: the power of integrated data for attorneys

The Problem: Limitations of Siloed Data

26% of firms

Law firms deserve to know which marketing strategies bring in the high-value cases, grow their caseload, and increase revenue. Yet, many law firms still operate their marketing, lead intake, and case management software in silos, unaware of the growth opportunities hidden within their own data. In fact, don’t track their leads at all, causing countless opportunities for prospective clients to slip through the cracks​.

This disconnect leaves attorneys asking, “Which of my marketing dollars are really paying off?” The truth is, 
 this question can't be answered without the right data integration. The best marketing in the world is worthless if you don’t take advantage of the leads it generates.

Scorpion is Clio’s Sole Preferred
 Marketing Services Partner

Fortunately, the integration between closes the loop from initial inquiry to case closed, providing end-to-end visibility into the client journey. This guide will reveal five specific ways integrating your marketing with Clio Manage and Clio Grow helps you convert leads into revenue.

Scorpion and Clio’s best-in-class legal software

2 Reduce Your Client Acquisition Costs

Connecting Clio’s client management tools with your firm’s marketing platform unlocks powerful revenue intelligence

Rather than measuring success by lead volume alone, Scorpion uses real-time data from Clio to show you exactly which marketing efforts are working best and bringing in your ideal clients This direct link between marketing and revenue outcomes allows Scor ion to automatically

Redirect spending from underperforming channels to 
 those delivering profitable cases

Ensure every marketing dollar spent works effectively toward measurable business growth

Achieve consistent improvement in your overall return 
 on investment (ROI).

RevenueMAX

uses insights from the integration with Clio to automate improvements to your marketing efforts, reduce wasted spend, eliminate the guesswork, and let attorneys focus on their clients

3 Capture All Lead Details Automatically

With Clio Grow, leads from Scorpion flow directly into your intake system, eliminating manual data entry and delays Speed is critical— of law practices take more than three days to respond to new leads, while of legal consumers expect a reply within 24 hours.

Automatic lead integration through Clio Grow and 
 Scorpion helps ou

Ensure no lead slips through the cracks

Dramatically improve your chances of converting leads
 into new clients

Reduce clerical errors

4

Centralize All Relevant Data in One System

Your integrated Clio and Scorpion systems should serve as your central hu for all client acquisition data Centralizing your data with Clio Grow and anage

Provides a holistic view of each client, giving you visi ility from lead to case closed Improves efficiency, Ensures everyone in the firm is working from the same, accurate client record Shows which marketing efforts are ringing in your ideal clients.

Regularly updating client details in Clio ensures informed, personalized interactions with each client reducing errors from duplicate data entry

5 Connect Invoices and Payments to Your Marketing Results

With Clio Manage handling illing and revenue tracking, each invoice connects directly to marketing sources, clearly revealing which strategies lead to retained clients This connection allo s you to

Easily report marketing ROI y showing revenue from specific campaigns such as illing, reducing administrative overhead

Automate tasks

Focus udget and effort on the highest revenue-generating strategies

RevenueMAX

From More Leads to More Revenue:
 Scorpion’s Revenue Approach

MAX

Scorpion’s Revenue Intelligence , integrated with Clio Grow & Manage, connects your marketing, intake, and case management processes so you can see what's actually working Leads automatically flow into Clio Grow, making intake seamless and providing clear answers a out revenue-driving efforts.

Powered y integrations with Clio Manage, provides actiona le views of your growth, removing guesswork and manual reporting.

RevenueMAX invests directly into marketing efforts proven to attract your best clients.

The Revenue Advantage MAX

360-degree reporting: Understand your firm’s marketing performance and its direct impact on revenue

S

& Rev

e T

acking: Easily track where your leads originate and how they convert into revenue, eliminating the hassle of manual data entry and complex reporting

Actionable Insights: Instantly see which marketing efforts are driving value, and RevenueMAX will automatically reinvest in what works while cutting what doesn’t

Enhanced Client Focus: Spend less time managing software and reporting, and more time on your clients, cases, and growing your practice

Here’s How it Works

1

Effortless Data Integration

Scorpion automatically integrates with Clio Grow and Manage, pulling critical data without manual effort.

2 Comprehensive Lead Tracking

Gain complete visibility into the entire client journey from initial inquiry to revenue.

3

Intelligent, Actionable Insights

Revenue Intelligence optimizes your marketing based on real-time data from Clio, including geographic performance and case types.

4

Clear, Easy-to-Understand Metrics

Quickly understand your firm's performance through a dashboard highlighting highreturn clients.

Connecting Clio and Scorpion provides clarity at every step of the client journey, continually improving your firm’s efficiency and profitability, ensuring your marketing drives measurable revenue.

Real-World Success

Here' how law firm have benefited from the Scorpion + Clio integration

Dischley Law increased revenue y 45

Estate Law Partners increased revenue y 20 and cut cost-per-lead y 53

Hunt Law Firm increased revenue y 23 and saw a 12x ROI.

We’re proud to e delivering tangi le results for leading law firms every day.

"Integrating Clio into our Scorpion marketing has een a game-changer, particularly in terms of data visi ility. The dash oard provides real-time insights into case progress, client interactions, and revenue tracking, allowing us to make informed decisions with confidence. Understanding our data at this depth has given us a competitive edge. Scorpion’s integration with Clio and the insights we receive as a result have transformed the way we evaluate marketing performance."

"With Clio powering our operations and Scorpion optimizing our marketing, we’re not just getting more leads—we’re getting the right ones, and we know exactly where they’re coming from.”

Law

Experience the clarity, efficiency, and growth only made possi le when you integrate Scorpion and Clio.

Take Action: Maximize Your Marketing ROI

Your firm's growth depends not just on the number of leads but their quality and value. Scorpion’s exclusive partnership with Clio delivers the insights you need to transform marketing into a strategic driver of growth.

Don’t settle for guesswork 
 in your marketing.

Connect your marketing, intake, and case management with Scorpion and Clio. It’s time to convert your firm’s leads into measurable revenue.

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