Your Next Client Could Come From Your Last One.
The RunLDA Client Lifecycle System connects inquiries, intake, active matters, reviews, referrals, and long-term relationship nurturing into one coordinated system designed specifically for California Legal Document Assistants.
The Matter Ends. The Relationship Doesn’t Have To.
LDA practices often complete relatively short engagements and then lose touch with former clients. A former client might return for another service or recommend the practice to someone else. Without organized follow-up, those relationships can become inactive. RunLDA provides a coordinated system to manage the initial inquiry, active engagement, and appropriate ongoing relationship communications.
See Your Practice in One Place.
From the first inquiry to the next appointment, RunLDA brings the tools behind your practice together.
Know Where Every Matter Stands.
Track inquiries, active matters, and next steps in one organized pipeline.
From first contact through drafting, signing, and completion — keep your entire practice visible without relying on memory or scattered notes.
Actual screenshots of the RunLDA platform showing live California LDA opportunity pipelines, scheduling calendars, automated follow-up sequences, and reputation tracking.
The RunLDA Client Lifecycle System
One System. From First Call to Lasting Relationship.
Most LDA matters eventually close. The client relationships they create don’t have to. RunLDA connects inquiries, intake, matter administration, reviews, referrals, and long-term follow-up into one coordinated system designed for California Legal Document Assistants.
Capture & Convert
Turn more inquiries into booked appointments.
Organize incoming inquiries, follow up with prospective clients, and guide them toward booking or intake — so fewer opportunities slip away unanswered.
The RunLDA Client Lifecycle System is built around an important reality of LDA work: individual matters may be short, but the relationships they create can last for years. Our configured workflows are designed to help your practice follow through with clients before, during, and after each engagement.
An illustrative workflow, not a documented customer outcome.
Client Relationships Don’t Have an Expiration Date.
Workflows should respond to the client’s actual relationship status rather than blindly sending fixed campaigns. Marketing communications respect consent, opt-outs, privacy, and applicable messaging requirements — and never include individualized legal advice.
Short Term
Days & weeks
- Thank-you messages
- Satisfaction follow-up
- Neutral review invitations
- Appropriate referral requests
Medium Term
Months
- Educational communications
- Occasional check-ins
- General service awareness
Long Term
Years
- Permission-based reconnecting
- Appropriate relationship outreach
- Visibility with past clients & referral sources
Where the Client Lifecycle System Fits
Starter gives you the tools to build your own workflows. Pro and Max include RunLDA’s configured Client Lifecycle System.
RunLDA Starter
Not included$100/month · $250 setup
The complete supported core software platform, including workflow automation tools and marketing capabilities. Build your own client lifecycle workflows. The configured RunLDA Client Lifecycle System is not included.
RunLDA Pro
Included$300/month · $1,000 setup
Everything in Starter plus the configured RunLDA Client Lifecycle System. The primary way to obtain the system.
RunLDA Max
Included$500/month · $1,500 setup
Everything in Pro plus one configured AI voice receptionist. Max connects eligible incoming calls to the CRM, booking process, and Client Lifecycle System.