The Complete Platform, Plus RunLDA's LDA Growth System.
Everything in Starter — the complete business platform — plus RunLDA's purpose-built growth and client lifecycle system, configured, tested, and delivered for your California LDA practice.
Built inside a working California LDA practice. Configured for yours.
Your Client Lifecycle. Connected.
RunLDA Pro includes the configured Client Lifecycle System — standardized, LDA-specific workflows that keep inquiries, intake, matters, and client relationships moving.
Capture & Convert
New inquiry acknowledgment, appointment reminders, and consistent lead follow-up designed to guide prospective clients toward booking or intake.
Serve & Complete
Digital intake delivery, missing-information reminders, and administrative matter follow-through that keep client work moving toward completion.
Strengthen Relationships
Appropriate thank-you messages, neutral review invitations, and referral opportunities after a matter is completed.
Stay Connected
Medium-term educational communications and relationship nurturing that keep your practice recognizable between engagements.
Reconnect & Grow
Long-term former-client outreach and repeat-business opportunities that help turn past relationships into future work.
Starter already gives you the complete business platform. Pro is different because of what RunLDA builds with it: a purpose-built LDA growth and client lifecycle system, configured and tested around how California LDA practices actually work — keeping inquiries, intake, matters, and client relationships moving consistently.
As your practice grows, the admin grows with it.
- A new inquiry comes in about a living trust while you're finishing a grant deed — and the follow-up sits in your head until you remember it.
- You confirm appointments and send reminders one by one, hoping nothing slips through the cracks.
- You email intake questionnaires, then chase the missing information across separate threads.
- A prospect asked about pricing last week and said they'd get back to you. Did anyone follow up?
- A completed matter still has an outstanding invoice, and a happy client was never asked for a review.
- Matter progress is scattered across emails, texts, your calendar, and your memory — so you spend time reconstructing your workload instead of doing the work.
Everything in Starter, Plus RunLDA's Configured Growth System
1. Capture & Convert
New inquiry acknowledgment, consultation and booking follow-up, lead nurturing, and a clean handoff into intake — so every inquiry has a next step instead of sitting in your inbox.
2. Serve & Complete
Client intake reminders, missing-information requests, routine administrative matter updates, and matter-completion triggers — so work moves forward without you chasing each piece.
3. Short-Term Relationship Building
Appropriate post-completion follow-up, thank-you messages, review requests, and referral invitations — so a finished matter turns into goodwill and future business.
4. Medium-Term Client Nurturing
Permission-based educational communications, practice updates, and relationship maintenance — so clients stay connected between matters, with full respect for consent and STOP requests.
5. Long-Term Reconnection
Periodic re-engagement, referral opportunities, and continued contact with former clients who remain eligible for outreach — so the relationships you've built don't go cold.
Built on the Complete Starter Platform
Pro runs on the full RunLDA business platform — CRM, marketing, automation builder, websites, invoicing, and communications — with RunLDA's standardized LDA growth system configured, tested, and delivered on top of it.
One Client Journey. Fewer Manual Steps.
See how an inquiry moves through your practice — and which steps Pro handles automatically.
New Inquiry
A prospect asks about a living trust and is added to the CRM, visible in your inquiry pipeline.
Appointment Booked
The client books an available appointment and receives configured confirmation and reminders.
Intake Requested
The appropriate intake questionnaire is sent automatically.
Information Collected
Submitted intake is recorded and you can see what's still outstanding — no more chasing across texts and email.
Matter Tracked
The matter moves through your pipeline — from in progress to awaiting client to completed — with the next action visible.
Payment & Completion
Approved payment reminders and review requests are initiated through configured workflows.
Starter Gives You the Tools. Pro Gives You the System.
Starter already includes the complete business platform — CRM, marketing campaigns, the automation builder, websites, funnels, and more — for you to build with yourself. Pro is different not because it unlocks those tools, but because RunLDA builds, configures, tests, and delivers a purpose-built LDA growth and client lifecycle system using them: capture and convert, serve and complete, short- and medium-term nurturing, and long-term reconnection. Max adds a professionally configured AI voice receptionist on top of that working system.
Your $1,000 Implementation — A Configured Growth System, Not Just a Login
Pro implementation includes the standard Starter setup plus the build, configuration, and testing of RunLDA's LDA growth and client lifecycle system: the five-stage capture, serve, relationship-building, nurturing, and reconnection workflows — installed, connected to your calendar, forms, and communications, and tested end to end. Within the standard scope: business account configuration, CRM and pipeline setup, calendar and appointment configuration, standardized intake forms, supported email and phone connection assistance, standard communication snippets and templates, workflow testing, and an initial system orientation.
Pro delivers RunLDA's standardized LDA growth and client lifecycle system — a defined, tested implementation, not unlimited custom marketing development. Marketing automations respect consent, unsubscribe/STOP requests, messaging approvals, and applicable rules. Pro does not include an AI phone receptionist or done-for-you website development. Customers may use the included website-building tools themselves; a professionally built website is available as a separate service.
How Pro Compares
The complete Starter platform plus RunLDA's configured LDA growth and client lifecycle system. Add a professionally configured AI voice receptionist with Max.
Starter
$100/mo
Pro
$300/mo
Max
$500/mo
Complete supported core software platform
CRM, pipelines, appointments & invoices
Marketing campaigns & snippets
Workflow automation builder
Website, forms & funnel tools
Supported phone & email connection
RunLDA Client Lifecycle System
Configured LDA inquiry & intake workflows
Configured review & referral outreach
Configured medium- & long-term nurturing
Configured AI voice receptionist
Done-for-you implementation
Questions About RunLDA Pro
Spend Less Time Chasing the Next Step.
The complete platform, plus a working growth and client lifecycle system delivered for you.
$1,300 due initially, then $300/month.