Keep Your Practice Moving.
You’re preparing documents when your next client calls. Who follows up when you can’t?
RunLDA helps your practice respond to inquiries, book appointments, collect intake, and keep client matters moving—without relying on your memory for every next step.
Built inside a working California LDA practice — configured for yours
Good Clients Shouldn't Slip Through the Cracks.
You already have enough to do preparing documents and helping clients. But every unanswered call, unfinished intake, and forgotten follow-up creates another opportunity for business to stall.
The Call You Couldn't Answer
You're working on a living trust when someone calls about preparing a grant deed. By the time you call back, they may have already contacted another LDA.
The problem: New inquiries don't always get a timely response.
The Prospect Who Never Booked
Someone asks about a trust package, requests pricing, and says they'll get back to you. A week passes. Did they lose interest, or did nobody follow up?
The problem: Interested prospects disappear without a clear next step.
The Client Waiting on Something
One client hasn't completed intake. Another requested an amendment. A third still needs to pay. You're tracking it all across emails, texts, calendars, and your memory.
The problem: You spend too much time figuring out what needs attention next.
What if your practice had a system that helped you stay ahead of all three?
Your Practice, Without the Constant Administrative Chase.
RunLDA connects the systems behind your practice so inquiries receive attention, client work stays organized, and routine follow-up happens consistently.
Capture
Be available to new clients, even when you're busy with existing ones.
When you can't answer the phone, RunLDA can help respond to the inquiry, offer a path to booking, and keep the conversation from disappearing into voicemail.
- Configured AI receptionist
- Missed-call response
- Online appointment booking
- Centralized communications
The result: A clearer path from new inquiry to booked appointment.
Organize
Know exactly where every client matter stands.
See who has booked, who still needs to complete intake, what information is outstanding, and which matters need your attention.
- Client and matter pipelines
- Intake forms and reminders
- Matter status tracking
- Invoice and payment follow-up
The result: Less time reconstructing your workload and more time getting documents completed.
Reconnect
Follow up with interested clients before the opportunity goes cold.
RunLDA helps you maintain appropriate follow-up with prospects who haven't booked, reconnect with eligible past inquiries, and stay in touch after a matter is completed.
- 21-day prospect follow-up
- Permission-based old-lead reactivation
- Review requests
- Follow-up tracking
The result: More opportunities to turn existing interest into appointments and future business.
From Missed Call to Booked Appointment.
Watch what happens when someone contacts an LDA practice while the owner is busy preparing documents.
Five-minute practice walkthrough
RunLDA · a realistic client journey through a working LDA practice
A prospective client contacts the practice.
The system responds and offers an appointment.
Booking confirmation and intake instructions are delivered.
The matter becomes visible in the practice pipeline.
Appropriate reminders and follow-ups keep the process moving.
We Understand What Happens Between the First Call and the Finished Documents.
RunLDA wasn’t designed around a generic business template. It was developed through the day-to-day operations of a working California Legal Document Assistant practice—where clients need trusts, deeds, estate documents, and other paperwork prepared accurately and on time.
We understand the administrative work that happens between the inquiry and the completed matter: scheduling, collecting information, keeping track of changes, following up, and getting paid. That’s why RunLDA is configured specifically around the way LDA practices operate.
From a working California LDA practice
Configured for the way you actually work
“RunLDA came out of running a real practice day to day—keeping track of inquiries, chasing intake, remembering to follow up, and getting paid. We built the system we wished we’d had.”
The RunLDA team
A verified case study will be added here once results and marketing permission are confirmed.
A Better Way to Handle the Business You Already Have.
You don’t necessarily need more inquiries. You may need a better system for responding to the ones you’re already receiving.
One-time implementation: $1,000
Designed for established LDA practices handling regular inquiries and higher-value client matters.
What Growth includes
- AI receptionist configured for your practice
- Missed-call response and online booking
- Client intake and appointment reminders
- 21-day prospect follow-up
- Eligible old-lead reactivation campaign
- Client and matter tracking
- Payment and review follow-up
- Done-for-you implementation
- Monthly performance reporting
- Monthly Growth group call
We’re not handing you software and expecting you to figure it out. We configure the system around your services, connect supported business tools, and help you put it to work.
Phone, messaging, email, and AI usage charges are separate and disclosed before purchase.
Questions LDA Owners Ask Before Getting Started.
Find Out What RunLDA Could Take Off Your Plate.
Every practice operates a little differently. Tell us how your clients currently find you, what your busiest days look like, and where administrative work tends to pile up. We’ll help you determine whether RunLDA is a good fit and explain what implementation would involve.
- Built specifically for California LDAs
- Configured for your existing practice
- Designed to help you recover opportunities and reduce repetitive work
This is a prospect inquiry — not active client onboarding or a free-trial registration.
See How RunLDA Fits Your Practice
Tell us a little about your business.