TL;DR
- Capture more qualified clients by responding faster, simplifying intake, and meeting potential clients where and when they are ready to act.
- Get visibility into which marketing efforts, locations, and case types are driving your most valuable estate and probate matters, without manual tracking or guesswork.
- Reduce operational complexity with an all-in-one platform that aligns marketing, intake, and firm operations around measurable outcomes.
- Partner with an award-winning legal marketing agency with more than 25 years of experience trusted by growing firms and recognized as the best estate and probate marketing agency for scalable growth.
Estate and probate firms face a unique challenge: clients are often making high-stakes decisions quickly, during emotionally difficult moments, and with little tolerance for confusion or delay. In this environment, marketing is not just about showing up where potential clients are searching, you need to provide clarity, show your firm is trustworthy, and respond quickly.
Choosing the best estate and probate marketing agency directly affects how many qualified inquiries your firm receives, how efficiently your team handles them, and how confidently you can evaluate whether marketing is contributing to firm growth.
Why Scorpion Stands Out From Other Digital Marketing Agencies
Most digital marketing agencies focus on activity. Estate and probate firms need outcomes. At Scorpion, we create a strategy focused on driving results. The difference matters.
What your firm needs | What Scorpion delivers | What most other agencies provide |
Clear insight into what bring in new clients | Proprietary, AI-powered legal digital marketing platform connecting marketing efforts to signed clients and ROI | Disconnected third-party tools and disjointed reporting |
Marketing built for estate and probate attorneys | More than 25 years of legal marketing experience and expertise | One-size-fits-all campaigns |
Fewer blind spots and vendors | One reporting dashboard that shows a complete picture of performance, leads, and results | Multiple vendors with different systems and reporting that don’t provide clear visibility into performance |
Focus on real results | Holistic marketing strategy tied to intake and focused on maximizing revenue | Emphasis on vanity metrics like traffic and clicks, not results that grow your firm |
Stronger operational alignment | Scorpion works with leading intake and case management systems to connect marketing performance to revenue generation. Exclusive integration with Clio as their only Preferred Marketing Services Partner | Limited intake and case management integration capabilities |
This is why firms that want predictability and accountability consistently choose Scorpion as the best estate and probate marketing agency.
Convert Clients When They Are Ready to Act
Estate and probate clients move quickly. Our legal consumer research shows that 75% of legal consumers conduct their own research even after receiving a recommendation, and one in four begin searching for a lawyer immediately when a legal issue arises. Many expect to decide on a lawyer in fewer than four days.
For your firm, this means missed calls, slow follow-up, or unclear next steps translate directly into lost opportunities.
Scorpion helps firms show up and engage with prospective clients in the moment before they move on. This is incredibly important when three in four will choose another option after 24 hours without a response.
Know How Your Marketing Is Driving the Cases You Want
Marketing decisions should be grounded in clear evidence of what’s working. Yet many estate and probate firms struggle to understand which marketing efforts actually lead to consultations and signed clients, especially when tracking requires manual effort or disconnected tools.
Scorpion provides clarity into:
- Where your revenue is coming from: Clearly identify which geographic areas and case types are most profitable, so you can strategically target your ideal clients.
- Who your revenue is coming from: Understand what marketing efforts are bringing in the most signed clients.
- Which cases drive the highest value: We show you which legal cases deliver the highest return on investment.
- Where to invest to drive results: RevenueMAX uses this knowledge to double down on strategies proven to deliver the most significant return for your law firm.
By centralizing and automating these insights, your firm gains confidence knowing your marketing is continuously working to attract the cases you want without requiring anyone at the firm to manage, adjust, or analyze campaigns manually.
Reduce Complexity and Operational Friction
Managing multiple marketing vendors and platforms creates inefficiency and limits visibility into what’s working. Estate and probate firms benefit from simplicity.
Scorpion’s all-in-one dashboard allows firms to view website performance, lead activity, and return on investment in one place. Plus, we integrate with the leading intake and case management systems to help reduce administrative burden and improve coordination between marketing and intake teams.
As Clio’s sole preferred marketing services partner, our integration offers exclusive endpoints that help law firms get more cases and improve ROI. This one-of-a-kind partnership streamlines firm operations and provides full transparency into what marketing efforts are driving revenue.
With this exclusive integration, estate and probate firms can:
- Reduce manual intake work: Leads from Scorpion flow straight into Clio Grow. No more manual entry, copy-pasting errors, or missed opportunities.
- See ROI sooner: Track which marketing activities directly lead to consultations, signed matters and projected revenue, all in one view.
- See better results: Scorpion uses real-time data from Clio Grow & Manage to understand what’s working, then automatically doubles down on what's driving results to your firm.
The result is stronger alignment between the firm’s growth strategy and day-to-day execution.
Protect and Strengthen Your Firm’s Reputation
Trust plays a central role in which estate and probate firm legal consumers decide to hire. Potential clients frequently visit multiple review sites and read six or more reviews before contacting a firm. In fact, 87% will not consider firms rated below four stars.
Scorpion helps firms manage and reinforce their reputation across the platforms clients rely on, ensuring that online perception aligns with the quality of service your firm provides.
Deliver the Experience Clients Expect
Client experience extends beyond the website. More than half of potential clients will not select a firm if online chat is unavailable, and many contact multiple firms before deciding.
Scorpion supports estate and probate firms with intake and communication solutions designed to:
- Immediately respond, answer questions, book consultations and educate potential clients about your services 24/7 via AI chat on your website.
- Answer every call, no matter the time, with a friendly, natural-sounding AI that qualifies and schedules appointments.
These capabilities help firms convert clicks into signed clients.
Work With a Proven, Award-Winning Partner
Scorpion’s commitment to legal marketing excellence is reflected in industry recognition. Scorpion Convert is a 2026 Business Intelligence Group BIG Innovation Award winner and a Global AI Awards winner in the Sales and Marketing category.
Scorpion has also been named a Leader in G2 Winter 2025 Reports for digital marketing agency, content marketing agency, SEO services, and marketing strategy.
These recognitions reinforce what estate and probate firms experience in practice: a partner committed to results and continuous improvement.
Client Success Story: Owenby Law, P.A. Expands Offices and Caseload
Owenby Law, P.A. was doing well with roughly 15 new cases per month, but the firm’s leadership wanted to expand its impact and scale beyond what their existing marketing partner could deliver. Growth goals included attracting more estate, probate, and related matters while improving the firm’s overall online visibility.
How Scorpion helped: Scorpion partnered with Owenby Law to reimagine the firm’s digital strategy, optimize its online presence, and diversify the firm’s marketing mix beyond its previous limited focus only on PPC efforts. Scorpion’s team implemented a comprehensive strategy tailored specifically to Owenby’s goals, including improved SEO, enhanced ad campaigns, and conversion-oriented website updates.
Results:
- 4x growth in new matters over four years
- 75% increase in cases attributed to advertising
- 3x increase in total leads year over year
- Expansion from 5 attorneys and 2 offices to 18 attorneys and 4 offices, with plans for further growth
These strong outcomes show how aligning marketing with firm goals helps estate and probate firms scale through sustainable growth and reach more clients precisely when they need legal help.
Actionable Takeaways for Estate and Probate Firms
- Evaluate whether your marketing partner ties marketing activity to revenue outcomes
- Ensure your website and intake experience match how clients research and decide who to hire
- Look for partners with legal-specific expertise supported by data
- Prioritize transparency so you can clearly see what is working
Partner With the Best Estate and Probate Marketing Agency
Estate and probate firms need clarity, accountability, and confidence in their digital marketing strategy.
Scorpion delivers these outcomes through legal-specific expertise, integrated technology, and a focus on what matters most to firms. That is why Scorpion is recognized as the best estate and probate marketing agency.
If you want to see how Scorpion can support your firm’s growth goals, connect with our sales team to learn more.
