The Complete Business Platform. Configured to Get You Started.
The full RunLDA software platform — CRM, marketing, automation, websites, invoicing, and communications — with a standardized setup so your California LDA practice is organized and ready to run.
Built inside a working California LDA practice. Configured for yours.
Starter is the complete business platform — CRM, marketing campaigns, the workflow automation builder, websites and funnels, invoicing, and communications — with a standardized setup so your practice is organized and ready to run. You build and operate your own workflows, campaigns, and marketing systems. No limited software plan, no stripped-down feature set — the full platform, configured to get you started.
When client information lives everywhere, nothing is in one place.
- A prospect calls about a grant deed while you're finishing a living trust — and the note to follow up sits in your head until you remember it.
- You can't quickly see who recently contacted the practice or who still needs a return call.
- Appointments, intake forms, and matter updates are spread across email, texts, your calendar, and handwritten notes.
- You're not sure what stage each active matter is in or which administrative task needs attention next.
- A new inquiry comes in, and there's no single place to record it, track it, and know whether it became an appointment.
The Complete Business Platform
CRM, Contacts & Opportunities
A complete client and prospect database with inquiry tracking, opportunity and matter pipelines, matter status management, and task tracking — so every client and prospect lives in one organized place.
Workflow Automation Builder
Build your own workflows, automation sequences, and reminders — so you can automate the repetitive steps you choose, on your terms.
Email & SMS Marketing Tools
Create and send email and SMS marketing campaigns to your contacts, with templates and segmentation — subject to carrier approval and applicable usage charges.
Marketing Campaigns & Funnels
Design marketing campaigns, landing pages, and funnels to promote your services and capture inquiries — all from the same platform.
Websites, Funnels & Forms
Build and manage your own website, landing pages, and forms with the included website and funnel builder — self-managed, on your schedule.
Calendars & Appointment Booking
Manage scheduling, appointments, and reminders across your practice with a connected calendar clients can book into.
Invoicing & Payment Tools
Send invoices and collect payments through supported payment services, with payment status visible alongside the matter.
Unified Communications
Supported business phone and email connections bring your communications into one unified workspace — subject to carrier approval and applicable usage charges.
Snippets, Templates & Reporting
Saved message snippets and reusable templates, plus basic reporting and dashboards so you can see how your practice is running.
See Where Every Matter Stands
Starter gives you a clear visual path as a client matter moves forward — from the first inquiry about a living trust or grant deed through to a completed matter — so you always know what needs attention next.
New Inquiry
A prospect asks about a grant deed or living trust and is recorded in your workspace — visible, not lost to memory.
Appointment Booked
The appointment lands on your connected calendar, right next to the contact record.
Intake Pending
You track what information is still outstanding — no more chasing across separate threads.
In Progress
Document preparation is underway, and the matter's status stays visible.
Awaiting Client
You can see exactly what's waiting on the client and what to follow up on.
Completed
The matter is finished and recorded — a clear record of what was done and when.
Want RunLDA to Build the Growth System for You?
RunLDA Starter gives you the complete supported business software platform — including CRM, workflow automation, marketing campaigns, invoicing, websites, funnels, and communication tools. You have the tools to build your own client follow-up and marketing systems. But Starter does not include the configured RunLDA Client Lifecycle System. With Pro, RunLDA delivers its purpose-built LDA workflows for new inquiry follow-up, client intake, matter administration, review and referral outreach, and long-term client relationship nurturing.
Your $250 Setup — A Usable Starting Point, Not an Empty Login
The one-time setup fee covers standardized initial configuration of your RunLDA Starter account — business profile and account setup, your standard LDA contact and matter pipeline, calendar configuration and connection assistance, supported phone and email connection assistance, basic invoice and payment feature setup, and an orientation to the tools you'll use every day. You start with an organized, usable workspace rather than a blank software login you have to figure out alone.
Starter includes the complete business platform for you to build and operate your own workflows, campaigns, and marketing systems. The $250 setup covers standard configuration only — it does not include RunLDA building a customized growth and client lifecycle system for you (that's Pro), an AI receptionist (that's Max), bespoke workflow development, custom third-party integrations, extensive data migration, or done-for-you website development.
How Starter Compares
The complete business platform, configured to get you started. Add RunLDA's configured LDA growth & client lifecycle system with Pro, or a 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