The admin runs itself. You focus on clients
Wellrun AI builds custom automation systems for professional services firms. We eliminate the manual work your team should not be doing, and we maintain it after it is live.
- $40K+ in staff time recovered per practice, annually
- 14 day implementation
- No technical knowledge required
- Law Firms
- CPA Practices
- Medical Offices
- Mortgage Companies
- Real Estate
- Insurance
- Wealth Management
Sound familiar?
Your front desk spends three hours a day entering the same information into four different systems.
New client inquiries fall through the cracks because nobody followed up within 24 hours.
You are paying $50 an hour for professional staff to send invoice reminders and chase documents.
How Wellrun AI works
Free Process Audit
We spend 45 minutes mapping exactly where your team’s time is going.
We build it
A custom automation system tailored to your practice. Most builds take 14 days.
We train your team
One 60 minute session, plus written documentation. Your staff learns the system.
We maintain it
We monitor the automation, fix issues, and improve it monthly. You are never on your own.
What we automate
Client Intake Automation
An AI assistant captures client information, routes inquiries, and creates CRM records.
Starts at $3,500.
Document Generation
A new client is onboarded and the paperwork is drafted, on your letterhead, in the right folder, waiting for review. Nobody had to ask for it.
Starts at $5,000.
Revenue Cycle Automation
Invoice delivery, payment follow ups, collections, AR reporting.
Starts at $4,000.
Full Practice Suite
Complete automation from intake through billing, fully integrated.
Starts at $8,500.
Ongoing maintenance and optimization is billed monthly and quoted with your build.
See it work
A new inquiry comes in through the assistant, gets read and prioritized by AI, and lands in your team’s inbox structured and ranked — before anyone on your team has touched it.
Who we help
Law Firms
Client intake, conflict check initiation, document generation, billing follow ups.
CPA Firms
Tax document collection, client onboarding, deadline reminders, engagement letters.
Medical Practices
Patient intake, insurance verification, appointment reminders, billing.
Mortgage Companies
Borrower intake, document collection, status updates, closing sequences.
Real Estate Offices
Lead qualification, showing scheduling, transaction milestone tracking.
Insurance Agencies
Quote requests, policy renewals, claims intake, follow up sequences.
Wealth Management
Client onboarding, account paperwork, review scheduling, compliance reminders.
You work with the person who builds it
Wellrun AI is run by Matt Courtney. Before this, he led AI strategy and roadmap engagements for private equity owned companies across healthcare services, insurance, and revenue cycle management, and ran AI diligence on healthcare, insurance, and legal services targets. That work was about deciding which processes were actually worth automating and which ones only looked like it. Professional services firms have the same problem at a smaller scale.
- Every engagement is delivered by the founder. Nothing is handed to junior staff.
- Fixed fee. Fifty percent at signing, fifty percent at go live. You know the number before we start.
- We start with a process audit before writing a single automation.
Ready to see what we would automate in your practice?
Book a free 45 minute Process Audit. We will map your highest impact opportunities. No commitment, no sales pressure.
Book Your Free Process AuditAvailable this week. Conducted over Google Meet. Takes 45 minutes.