The CRM for people who 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?
Not for PI or family law firms — this is for the people helping others start and run their businesses.
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 law 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 client touchpoints.
Case updates, court date reminders, educational legal content, holiday messages, review-request triggers. Clients feel cared for; your reputation grows; referrals increase.
Clients get quiet between court dates. They feel ignored. They don't refer friends, and negative reviews show up.
Prebuilt nurture sequences for each practice area — personal injury, family law, criminal defense, employment, estate.
Nurtured clients refer 4× more cases and leave 3× more 5-star reviews. Nurture = free marketing.
A professional firm website. Live in 48 hours.
Modern, trust-focused law firm website with practice area pages, attorney bios, case results, live chat, consult booking, and intake forms — all SEO-optimized for your practice areas and locations.
Your site looks dated, doesn't rank for your practice areas, and doesn't convert visitors into consultations.
Prebuilt firm websites for PI, family, criminal, employment, and estate law — with all integrations wired in.
Firms with modern, conversion-optimized sites get 2-4× more consultations from the same traffic.
Rank for "[practice area] lawyer near me" — without writing.
AI generates and publishes legal content weekly: FAQ posts, practice area explainers, legal updates, case studies. All SEO-optimized for the searches your clients actually make.
Big firms dominate Google. You should blog, but between billable hours and court, when?
AI writes 4-6 legal blog posts per month, publishes them, and tracks rankings. You can review and edit before publishing if you want.
Organic legal leads convert at 3-5× the rate of paid leads. A ranked blog is the single best long-term marketing asset.
Ad to signed case in 7 minutes.
When someone clicks your PI or family law ad, here's the automated pipeline.
Ad fires
Google/Facebook ad targets "personal injury lawyer [city]".
Workflow triggers
SMS in 60s: "Free case review available this week."
AI qualifies
Asks case details, screens conflicts, books consult.
Consult booked
Prospective client picks a time, gets intake form.
Case signed
You meet a qualified client, sign the retainer.
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.
One plan. Everything included.
No tiers, no feature gating. You get the full platform — all 20+ features — for one flat monthly price.
TheBigBot Package
The complete AI growth platform for service businesses.