For peo service teams
One client picture across HR, risk, payroll and benefits, with the receipts to prove the partnership.
Four disciplines meet the same client and each keeps its own notes. Routenna puts them on one timeline, so the handoff carries context and the renewal carries evidence.
What goes wrong now
Three failures, in order of cost
Context is lost in cross-functional handoffs
The risk consultant learns something the payroll specialist needed a month ago. The client explains it a second time, and forms a view about the partnership while doing so.
Commitments are spread across disciplines
Every function owes the client something. No function can see the whole list, so nobody can answer what the client is actually waiting on.
Nothing proves the year at renewal
A year of real work exists as service tickets and recollection. The artifact that would make the renewal conversation easy is the one thing that never gets built.
What Routenna does about it
One engine
capture · extract · reviewPractice pack loaded
HR & Risk + Insurance & Benefits
- Strategic Business Review
- HR Consultation
- Risk or Safety Visit
- WC Coordination
- Payroll Review
- Renewal Review
Themes, meeting modes and brief templates change with the pack. Capture, review, isolation, consent and deletion do not.
Multi-pack: a service team picks the mode per meeting, so a safety visit and a renewal review are read differently.
- One client timeline, every discipline on it
- Meetings, decisions, open commitments and unresolved concerns from all functions in one chronological record, scoped to your organization and nobody else’s.
- Handoffs inherit context, not recordings
- Whoever picks up the account reads the accumulated picture, with each claim linked to the transcript moment that proves it.
- Every discipline reads every meeting
- A service team splits HR, risk and benefits across people. The advisors do not: all three read each meeting, so a benefits call that raised a documentation problem is flagged by the HR read whether or not an HR person was on it.
- A renewal artifact built continuously
- Recurring themes, commitments closed, concerns resolved. Assembled from the year as it happened rather than reconstructed the week before the meeting.
Nothing above writes itself into a client record. Every finding is a proposal until one of your people accepts it. how review works.
What a finding looks like
No receipt, no render.
Every finding carries the transcript moment it came from, a confidence score, and an honest label: fact, inference or recommendation. Below the confidence threshold it is filed as merely possible, never asserted. A claim that cannot show where it was said does not appear.
Commitment
Proposed · awaiting review
“We’ll have the updated handbook draft to you before the renewal meeting.”
Synthetic example. No client data appears anywhere on this site.
Routenna also reads for
Getting started
Run it on the meetings you already have.
We work with a small number of practices at a time, for PEO service teams working across disciplines. Terms are agreed in writing before anything records, and the plans and their prices are on the site rather than behind a call.