Meeting notes and transcripts
Paste text for AI-assisted extraction. Review the suggested commitments, decisions, and follow-up, and choose what to save. The engagement record can retain supporting excerpts with the reviewed items.
Trust & privacy / Product overview
Know where your data goes.
Omera holds your working engagement record. Its AI features process relevant content through external AI services. Sharing with a consulting firm is a separate workflow.
Use material you are authorized to bring into Omera and its AI workflows. Review the product’s data handling against your client’s requirements.
01
Your working record
Engagement information stored in Omera
02
AI processing
Relevant context used for the requested work
03
Selected sharing
Enrolled engagement signals and shared updates
What you bring in
Start with the material the task needs.
Different workflows use different information. Here is what happens in the main intake paths.
Forwarded email
Set up forwarding to your engagement’s Omera address and choose allowed senders. Incoming message text is stored so you can review the conversation in Inbox.
Scout reference documents
Scout Work reads content from the files you add in your browser. The extracted content is sent to Omera for the task; the original file is not uploaded by this workflow.
AI processing & review
Understand the context. Review the result.
AI features send relevant information to external AI providers to perform the requested work. Scout Work can use recent engagement records and initiatives, your instructions, supplied document text, and the conversation and drafts for that assignment.
Your review steps
- Check the task and context. Make sure the engagement and reference material match the work you want done.
- Approve the work step. Scout Work shows estimated usage before you approve it.
- Review and revise the draft. Check it against the source material, edit it, or ask for a revision before using or sharing it.
AI output can be wrong. Human review remains part of the workflow.
Access & firm visibility
Know which view you are sharing.
Access to a Scout task and visibility on a firm’s Bench serve different purposes.
Access by account and engagement.
Scout Work requires a signed-in account and checks access to the selected engagement. Its task workspace is associated with the individual operator.
Enrolled engagements only.
Bench brings together engagement indicators and explicitly shared records. Source emails, transcripts, private drafts, and unshared working records stay outside the Bench view.
Consultants can deliberately include selected working-record excerpts in shared updates. A check-in is previewed and approved for a named relationship owner; other Bench information may be visible within the firm.
Explore Bench sharing →Scout Work materials
Choose what to retain when the task ends.
Scout Work lets you delete its active working materials. When finishing, you can choose to retain final deliverables and delete those separately later.
These controls apply to Scout Work materials. Retention by AI providers and in backups is a separate part of a data review.
For your client’s review
Let’s discuss your data needs.
Use a walkthrough to discuss the intended workflow and your client’s requirements, including provider processing, retention, access, and sharing.