Scorpion offers digital marketing services for law firms. Their services encompass every aspect of branding, marketing, and advertising to deliver real, trackable results.
Key benefits of Scorpion include identifying your firm's most profitable marketing channels and campaigns, real-time reporting and analytics, machine learning and automation for your marketing campaigns, and a team dedicated to your firm's marketing needs.
Using the integration, leads collected via Scorpion can be created as new Intakes in Neos, and Intake statuses can be sent back into Scorpion.
The integration needs to be connected in Neos before Scorpion can access your firm's API. Scorpion will work with your firm to configure your Scorpion account. The Scorpion team will help configure the Neos integration.
NOTE: Your firm must already have their offered services before activating the integration in Neos.
Contact Scorpion to request a demo and pricing information.
To connect your firm's Scorpion integration:
In Neos, navigate to Settings (on the left navigation pane) and click the Integrations button.
Select the Scorpion tab.
Use the Staff field to select the Neos user email address that should be used to enable the Scorpion integration.
NOTE: For security purposes, Neos recommends an integration-specific staff be created for enabling each integration (e.g., "Scorpion Integration") and given the proper permissions. Add the following details to the Staff Profile for this integration-specific staff:
Full Name, e.g., "Scorpion Integration"
Staff Code, e.g., "Scorpion"
Job Title – Create a job title, e.g., "Integrations" in the Job Title Mini Directory that can be selected for this required field.
Time Zone, as applicable to your firm
First Name, e.g., "Scorpion"
Last Name, e.g., "Integration"
Active – checked
Email Address, e.g., "[email protected]"
Password – meet minimum qualifications
Since the entered email address does not need to be connected to an Office 365 account, it is recommended to enter a dummy email address, such as "[email protected]". Once the integration-specific staff has been added, you must refresh Neos to see that staff in the "Email address to connect to" dropdown. Using this configuration, the integration-specific staff will not count towards your firm's billable users.
To limit the necessary permissions required for this integration, creating a separate integration-specific staff for each integration at your firm is recommended.
The selected user should have full administrator permissions (enabled, add, modify, and delete) to General > Interfaces.
Scorpion will work with your firm to configure your account and the Neos integration.
4. Click the Activate button.
5. When complete, the connected email of the selected staff will display.
The connected email can be disconnected by clicking the Disable button.
For questions using Scorpion, contact their customer support at 866-931-9299.