Business formation CRM for firms that set up other people's businesses at scale .
Built for LLC & S-Corp formation services, registered agents, tax preparers, EIN filers, bookkeepers, and legal consultants. AI qualifies leads 24/7, books consults, nurtures clients through the full filing cycle, and turns every closed formation into repeat compliance work.
Who uses TheBigBot for Business Formation & Legal?
This is for the people helping others start and run their businesses. Running a law practice instead? See Law Firm CRM →
LLC Formation Services
Single-state or nationwide LLC filers
S-Corp / C-Corp Formation
Entity formation & election services
Registered Agents
RA services across 50 states
EIN & Tax ID Filers
IRS filings & foreign business IDs
BOI / CTA Compliance
Beneficial ownership reporting
Tax Preparers (CPA/EA)
CPAs & EAs offering formation add-ons
Legal Consultants
Non-attorney legal consultants
Compliance & Annual Reports
Ongoing compliance firms
You're drowning in repetitive intake.
LLC filings, EIN applications, tax season — every new client means the same 20 questions and a week of chasing paperwork.
Same questions. Every. Single. Time.
"Single or multi-member?" "Which state?" "Do I need a registered agent?" You've answered it 4,000 times this year.
Tax season breaks you.
Jan–April is brutal. Inquiries flood in at 11pm. Missed leads go to TurboTax Live or the next firm on Google.
Every client is a one-time sale.
You file the LLC. Then… silence. They forget you exist until next year's annual report — if they remember at all.
Six AI systems built for formation firms.
Stop answering the same 20 questions all day long.
Our AI handles the entire intake flow: entity type, state of formation, registered agent, EIN, tax election — it collects everything, gives clients an accurate quote, and books paid consults or starts paperwork automatically.
You spend 15 min on every intake call asking the same questions. Multiply by 200 clients/month = 50 hours gone.
Trained on LLC, S-Corp, C-Corp, PLLC, registered agent services, EIN, BOI reports, tax returns — handles qualification end-to-end.
Reclaim 40+ hours/month. Handle 3× more clients with the same staff. Serve them better with faster turnaround.
Dominate Google & Trustpilot rankings.
After every successful filing, the system automatically texts and emails the client asking for a review. Happy clients go public; unhappy ones come to you first to resolve privately.
Your ZenBusiness / LegalZoom competitors have thousands of reviews. You have 23. New LLC shoppers never find you.
Automated review requests after every filing completion. Smart routing of negative feedback. Tracks Google, Trustpilot, BBB simultaneously.
Formation businesses with 100+ Google reviews rank above the big-box players for "LLC formation [state]" — free leads forever.
Turn one-time LLC filings into annual recurring revenue.
Every past client gets automated touchpoints at the right moments: annual report deadlines, BOI filing reminders, state franchise tax due dates, S-Corp election windows. Each reminder is an upsell opportunity.
You filed 300 LLCs last year. Annual report season is coming — and 70% of those clients are going to DIY it or forget entirely.
Automated campaigns triggered by state-specific filing deadlines, BOI requirements, and compliance events — all upselling your services.
Turn $199 one-time filings into $600+/year recurring compliance clients. Most firms 2-3× their revenue per client within 12 months.
Important: New employment law changes 📜
James — hope you're well. New state laws affecting workplace arbitration just took effect. If you know anyone dealing with a workplace issue, we're offering free 15-min consults this month.
Book a consult →52 weeks of filing deadlines, handled for you.
Annual report dates, franchise tax deadlines, BOI reporting windows, S-Corp election cut-offs, registered agent renewals. Every client gets the right reminder at the right time, from your firm, with a button to have you handle it.
Clients go quiet the day the entity is approved. When the annual report comes due, they either DIY it or forget entirely — and you never hear from them again.
Prebuilt sequences keyed to state and formation date — Delaware franchise tax, California statement of information, BOI deadlines, EIN follow-ups and annual renewals.
Each reminder is a billable service you already offer. The calendar does the asking, so filing season stops being a scramble and starts being a renewal cycle.
A website that quotes and books filings. Live in 3 days.
State-by-state formation pages, transparent pricing tables, package comparison, EIN and registered agent add-ons, live chat and an order form that takes payment — all built and launched for you.
Shoppers compare you against national filing brands with slick checkout flows. If your site can’t quote and take an order, they leave and buy there.
Prebuilt formation sites with per-state pages, fee tables, package tiers and checkout — wired into the same CRM that runs your intake and reminders.
Per-state pages are how a small firm outranks the big-box filers on “LLC formation [state]” — long-tail searches the national brands cover generically.
Rank for “LLC formation [state]” — without writing.
AI writes and publishes the content formation shoppers actually search: state filing guides, LLC vs S-Corp comparisons, BOI explainers, annual report deadlines and fee breakdowns — updated as rules change.
National filing brands own page one for every generic term, and you don’t have time to write fifty state guides between filings.
Publishes 4-6 posts per month targeting state-specific and comparison searches, tracks rankings, and lets you review before anything goes live.
Someone searching “do I need a registered agent in Nevada” is weeks from filing. Answer it first and you get the filing.
Search to filed entity in 7 minutes.
When someone searches “form an LLC in [state]” and lands on your site, here is the automated pipeline.
Search or ad
Your state page ranks for “LLC formation [state]”.
Workflow triggers
SMS in 60s: “Ready to file? Here’s your quote.”
AI qualifies
Entity type, state, members, registered agent, EIN.
Quote & pay
Exact state fee + your service fee, paid online.
Filing starts
Paperwork queued, client dropped into the compliance calendar.
127 businesses. Four industries. One platform.
Real results from real operators — mortgage brokers, dentists, lawyers, and service business owners across the US.
The AI receptionist booked 14 appointments in my first week without me lifting a finger. This is pure revenue I wasn't seeing before — and it never sleeps.
We went from 23 Google reviews to 187 in 90 days. Our practice moved from page 3 to #2 in local search. Game over for the competition.
After-hours calls used to go to voicemail. Now the AI answers every one, qualifies the case, and books a consult. Booked 11 new clients last month from calls I would've missed.
Summer rush used to bury us in missed calls. TheBigBot answers every single one, books the appointment, and dispatches the tech. Revenue up 34% this quarter.
The patient recall campaign alone filled 47 empty chair slots in month one. The ROI paid for a full year of the platform inside 30 days.
Database reactivation woke up $2.1M in dormant prospects. My pipeline doubled. My assistant thinks I hired four new people — I just flipped one switch.
I switched from GoHighLevel and cut my tech stack in half. The AI intake is night-and-day better — conversions up 62% on paid traffic.
Storm season used to drown us. Now the AI qualifies emergency vs. routine jobs, dispatches crews, and follows up on every quote. Closed 78% more roofs this year.
Cancellations crushed us every Monday. TheBigBot auto-reminders dropped no-shows by 71% and recovered $18K in monthly recurring revenue we were writing off.
Two plans. One mission.
Both plans include all 20 platform features + all the done-for-you assets below. Pick the one that fits how much content firepower you want. · Built for LLC formation, tax pros, and legal consultants
Authority Launch
Everything you need to establish your authority online — website, content library, AI, and automation — fully preconfigured and launched in 3 days.
- 1 complete website — up to 50 pages
- Full Services pages, About, Contact, Reviews
- Mobile-optimized, fast-loading, SEO-ready
- AEO, GEO and SEO ready
- 1 AI Receptionist — 24/7 call answering
- Review Harvesting Campaign — auto-request 5★
- AI Website Chat Widget — with AI fallback
- A2P SMS Submission — carrier-approved texting
- Custom Domain Setup — DNS + SSL
- Email Service Setup — DKIM, SPF, DMARC
Authority Pro
Everything in Launch — plus an ongoing content & social engine that publishes under your brand every week, so you don't have to lift a finger.
- 3 SEO blog posts / week (156/year)
- Written, optimized, and published automatically
- Targeted at keywords your buyers search for
- Builds compounding organic traffic
- 3 social posts / week across every channel
- Posted to Google Business, Facebook, Instagram, LinkedIn
- On-brand visuals + captions
- Engagement tracked in one dashboard
- Monthly content calendar built for you
- Google Business Profile optimization
- Review response automation
- Quarterly authority review with our team
- 1 complete website + 30 pages
- 30 articles + 50 blog posts
- AI Receptionist and Review campaigns
- A2P SMS + Email + Domain setup