Coker, Robb & Cannon has been one of the most respected family law firms in the Dallas-Fort Worth area since 1998. Founded by Duane Coker and headquartered in Denton, Texas, the firm operates three offices across Denton, Frisco, and Fort Worth, with more than 30 staff members and 10 attorneys.
Coker, Robb & Cannon has been a Scorpion client since 2015. In 2019, the firm began using Clio to manage their practice, and while both platforms were running in parallel, they weren't connected. That changed in 2025 when Scorpion became Clio's Sole Preferred Marketing Services Partner, bringing the two platforms together and giving the firm a full picture of their marketing and intake for the first time.
The Challenges
For years, getting marketing performance data from the firm to their Scorpion team required hours of manual effort. Duane's team would compile revenue and intake numbers on an irregular basis, often weeks or months after the fact. When reporting was delayed, both sides were making decisions without the full picture.
At the same time, Duane had limited insight into what was happening with leads in real time. He trusted his team, but he had no way to know how many calls were being answered versus going to voicemail, where potential clients were dropping off, or how intake was trending month to month. For a family law firm, every missed lead is a lost client who found representation somewhere else, which could represent thousands of dollars.
Scorpion’s Approach
The Scorpion and Clio integration changed the information flow completely.
Leads flow directly into Clio Grow automatically, and as those leads move through intake stages in Clio Grow and into matter stages in Clio Manage, that progress feeds back to Scorpion in real time. Scorpion could now know which campaigns were producing consultations, which were producing signed cases, and where the intake funnel stood at any moment.
The data pointed to a clear bottleneck. Leads were coming in, but many weren't being reached quickly enough. With real visibility into the full funnel for the first time, the firm and their Scorpion account manager could see exactly where potential clients were dropping off and what needed to change.
The Results
Coker, Robb & Cannon saw an immediate shift once the integration was fully in place.
6x return on total investment
Lead volume nearly doubled year-over-year
Conflict checks, which verify a potential client has no ties to an existing case before intake can move forward, now populate automatically in real time
Added two intake specialists to keep pace with increased volume
"The more I use the Scorpion-Clio integration, the more I become aware of the fact that I should have been using it earlier and more thoroughly, because there's just a ton of data there." Duane Coker Founding Shareholder of Coker, Robb & Cannon
Looking Ahead
Before the integration, Scorpion was relying on the firm to send data. The firm was relying on Scorpion to optimize advertising spend without knowing how it was performing. Now, Scorpion gets real-time data from Clio to optimize toward signed clients, and every lead flows directly into Clio without anyone having to log it manually.
The integration gave Coker, Robb & Cannon a clear view of where leads were falling off and a way to act on it before those clients found representation elsewhere.
"Not having to compile and send that data ourselves frees up time we can put toward actual client work. And the faster Scorpion has it, the better decisions we're all making," said Duane.
Ready to stop compiling reports and start making decisions?
See what the Scorpion-Clio integration could do for your firm.
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