Client intelligence for people who advise businesses
Every meeting leaves work behind.Routenna keeps track of it.
Every commitment, decision and concern from a client conversation, remembered and carried into the next one.
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14 May · Client meeting
Northwind Facilities
You Where did the renewal figure land?
Elena We’ll have the updated handbook draft to you before the renewal meeting.
00:14:3241 min meeting
Commitment
Awaiting your review
Elena will send the updated handbook draft before the renewal meeting.
- Owner
- Elena Martinez
- Due
- Before 28 May
- Confidence
- 0.86
□ Synthetic meeting. No client data appears anywhere on this site.
Capture. Understand. Advise. Act.
The whole mechanism, in four moves
It gets into the meeting
Thursday 14 May
09:00Internal standup10:30Renewal prep11:00Client review: Northwind Facilities14:00Safety walkthroughthe rule you set picks the meeting, not a plugin
Stoppable by anyone in the roomStopFrom your calendar, from a pasted link, from your own microphone in the room, or from a file you already have. However it arrives, it lands in the same place — and the notetaker always says it is taking notes.
It finds the work in it
the database refuses it, not code that remembers to filter
What was promised, what was decided, what worried them, what to watch. Each one carries the moment it was said, so you can hear it before you act on it.
Three advisors read it, not one
One moment in the transcript
“We’ll just move Dana onto the second crew’s timesheet for now.”
00:22:41operations manager
- HRTwo crews on two timekeeping systems means two rounding rules. Worth checking which one Dana is paid under before this becomes the precedent.RecommendationThis week
- RiskIf the second crew’s hours feed a different comp classification, a claim would be filed against the wrong one.InferenceBefore month end
- BusinessNothing to add. The staffing decision itself is sound.Fact
Synthetic example. An advisor with nothing useful to say says nothing, which is why the third line is empty of advice rather than padded with some.
An HR read, a risk read and a business read of the same conversation — and they do not always agree. One with nothing useful to say says nothing, rather than restating the meeting back to you.
It becomes the client record
Proposed finding
Elena will send the updated handbook draft before the renewal meeting.
Edit wordingDismissAcceptedYou decide what sticks. What you accept builds a timeline you open before the next call, so you walk in knowing what is owed and what keeps coming up.
Built for the way you work
One product, read eight ways. The engine is identical; the practice pack changes what it listens hardest for, so a renewal review and a safety walk-through are not read as the same meeting.
Eight of them
Business owners
Every decision made in a meeting actually gets done.
Operations
Consultants
Walk into every client meeting already knowing where things stand.
General Advisory
Benefits brokers
Renewals, service issues and cross-sell signals, captured as they are said.
Insurance & Benefits
HR & safety consultants
Every recommendation, corrective action and follow-up documented from the conversation itself.
HR & Risk
PEO service teams
One client picture across HR, risk, payroll and benefits, with the receipts to prove the partnership.
HR & Risk
Accountants
Client conversations turned into the follow-ups your season depends on.
Financial Advisory
Agencies
Scope, feedback and approvals captured the moment they are spoken.
Client Services
Coaches
Every session builds on the last, automatically.
Coaching
A recorder gives you the words back. This gives you the work back.
Three months from now, someone will ask what was promised. Routenna can answer, and play you the moment it was said.
Record the conversation · Keep the intelligence · Grow the relationship
It compounds per client
The third time a theme comes up, the software says so.
Findings accumulate into a client brain: the timeline, the open items, the concern raised in three consecutive meetings. When somebody covers your account, they inherit the context rather than a folder of recordings.
Concern
Proposed · Awaiting review
Third time we’ve raised the second-shift coverage gap — it keeps getting deferred.
00:38:07client operations manager
Inference · 0.77□ Synthetic example. No client data appears anywhere on this site.
It raises, you advise
When a compliance topic comes up, Routenna surfaces it for your professionals to handle. The software takes notes and shows its work.
Every finding is labelled
Fact, inference or recommendation, marked as such. Anything it is unsure of waits for you rather than asserting itself.
Your controls
You set what is recorded, and what is kept.
The notetaker always says it is taking notes, any client can be blocked from recording entirely, and you choose how long audio survives.
Every claim on that page is audited line by line against what actually ships.
Synthetic settings, shown as an example of the controls an admin holds.
Synthetic settings, shown as an example of the controls an admin holds.
Start with your next meeting.
Record it, or send the notetaker. The briefing is waiting when you get out, and the client brain starts building from the first one. Every plan begins with a free trial.