How the partnership works
A plain walkthrough of what you do, what we do, and what happens to your client relationship. The short version: you stay the advisor, you control the introduction, and you earn on every referral.
*Filed with the Secretary of State.
You refer a client through a co-branded partner portal. We file the entity within 24 hours, handle the EIN, operating agreement, registered agent, and ongoing compliance, and post every document back to the portal for both of you. You earn on the formation and share in the compliance subscription fees during the client's first year. You never touch a state website or track a filing deadline.
What you do vs. what we do
| You | LLC Attorney |
|---|---|
| Advise the client on what they need | Translate that into filed documents |
| Add the client to your portal (≈ 2 minutes) | File with the Secretary of State within 24 hours |
| Make the introduction when you're ready | Onboard the client through a Business Success Advisor |
| Stay the relationship owner | Handle registered agent, annual reports, state-specific compliance, and law changes — co-branded to your firm |
| Earn on formation + year-one compliance fees | Refer legal questions to one of our attorneys when they come up |
Four ways to refer — and you start every one
However you refer, you make the first move. We never reach out to a referred client before you make the introduction — and once you hand off, everything stays co-branded to your firm. The relationship stays yours.
- 1Start a pre-configured cart. Pick a specific formation package for your client so it's ready the moment they open it.
- 2Share your unique portal link. Copy your co-branded link and send it however you like.
- 3Send a direct invite. Email a Formation or RA Switch invitation straight to the client from the portal.
- 4Pay on behalf. Pay for the formation yourself and reassign it to the client afterward.
Built for the professionals clients already trust
Accountants & CPAs
Whose clients are already forming entities — often through services that cut you out of the relationship.
Tax advisors & EAs
Who want to offer formation without learning 50 states' filing rules.
Financial advisors
Structuring holding companies or real-estate entities for clients.
Attorneys
Who want formation and compliance fulfillment off their plate.
Two things partners worry about
And the direct answers.
Quick onboarding. After that, referring a client takes around 2 minutes through the portal. Nothing else lands on your desk — no paperwork, no deadlines.
No. You're already in the advisory seat — your clients trust your judgment on what they need. We execute the filing. When a client's question turns legal, a Business Success Advisor routes it to one of our attorneys — you're not on the hook for legal advice.
What your client experiences
After you make the introduction, they receive a co-branded link with your recommendation already filled in.
They confirm details; we file within 24 hours, directly with the Secretary of State.
They get their formation documents instantly — and an attorney-backed compliance plan that keeps them in good standing throughout year one.
They experience it as your service, coordinated and professional — not a handoff to a stranger.
No fee to join. View compliance plan pricing to see what your clients pay each month.
Common questions
About timing, requirements, and how this compares to other programs.
Become a PartnerSee the program from the inside.
Apply for portal access and we'll walk you through your first referral.