Agora answers every inquiry, books consultations, follows up on every proposal and keeps past clients close, so growth doesn’t depend on who happens to call back first.
The Problem
The Solution
Built for Professional Firms
From first inquiry to signed engagement to the referral that follows, every client gets the right message at the right time, without your team chasing anyone.
Website forms, calls, emails and social messages land in one inbox, and every new inquiry gets an immediate, professional reply in your voice.
Prospects pick a time from your real availability and get confirmations and reminders by text and email, so fewer consultations no-show.
Send proposals and engagement letters for signature and payment online, with automatic reminders until each one is signed.
When an engagement wraps up, clients get a thank-you and an easy way to refer a friend or colleague, and you can see who sends business your way.
A short “How did we do?” message after every engagement, with a direct link to your Google profile. Every client gets the same ask.
Tax deadlines, open enrollment, policy renewals and annual reviews. Build each campaign once, and Agora sends it at the right time every year.
Choose any plan from Starter to Elite. Your account comes configured for professional firms, with intake, consultation follow-up, referral and review workflows already built, and every plan includes onboarding support.
Most firms are busy serving clients, without the time or staff to get the full value out of a platform this powerful. Managed Growth adds our growth agency to any Agora plan as your marketing partner:
Already using practice management, tax or case management software? Agora doesn’t replace it. It’s the marketing and follow-up layer that brings new clients to the systems you already use.
Managed Growth is delivered by The Gridwell Group, the growth agency behind Agora. Your discovery call is with The Gridwell Group strategic team: a conversation to understand your goals so we can work as a true marketing partner, not just a software vendor.
FAQs
The best CRM for a CPA, law or advisory firm handles everything between the first inquiry and the signed engagement: instant replies, consultation booking, proposal follow-up, and staying in touch with past clients who send referrals. Agora does all of that in one platform, configured for professional firms from day one.
Ask consistently and stay visible. Agora sends a thank-you and a referral request when each engagement wraps up, plus regular check-ins, so past clients think of you when a friend or colleague needs help.
No. Agora is the marketing and client-communication layer. It works alongside your practice management, tax or case management software. It doesn’t store client files or replace compliance archiving.
You control every message Agora sends, and our team configures it around your firm’s policies. Obligations such as communication archiving, advertising review and confidentiality rules remain your firm’s responsibility, so review your setup with your compliance officer or your profession’s guidance.
Yes. You can send proposals and documents for e-signature, collect deposits and send invoices from the same platform, with automatic reminders until each one is done.
With Managed Growth, yes. We create and manage Google and Meta campaigns and handle SEO and AI-search optimization. Your ad budget is billed directly to you, so you always see exactly what is spent.
Most firms are live in two to four weeks. The inbox, instant replies and consultation booking go first, because they help with the inquiries you already get.
Get a free audit of your firm’s website, search visibility and follow-up, and see where new clients are slipping away.
Get My Free Audit →Pick a time that works for you. We'll show you Agora configured for your business and map out what it replaces.