Piece it together. Again.
Search the notes. Reopen the thread. Remember why the decision changed and what you owe next.
For fractional executives
Your calendar is fractional.
The mental load isn’t.
The meeting ends. You switch clients.
But part of your attention stays behind.
Omera uses AI to pull commitments, owners, dates, and decisions from emails and transcripts. Scout turns that context into working deliverables.
Capture with AITrack accountabilityDelegate to Scout
30 minutes with the founder. Free. No purchase required.
Built by Maxwell HouriganThe video couldn’t start. Open the film directly.
Read the video transcript
Every engagement starts with a promise. Then come the meetings. The decisions. The follow-through. Omera brings it together. Know what needs attention. Move the work forward. See what’s changing within each engagement and across your team. Omera. Know where every engagement stands.
The work between the work
Your client sees one engagement.
You’re carrying several.
Each has its own priorities, people, unfinished decisions, and promises. Before you can move the work forward, you have to get back into it.
Carry the open questions.
Did someone own that follow-up? Was Friday agreed—or just suggested? The next client needs your attention, too.
The calendar clears.
Your head doesn’t.
You’re still mentally checking what is waiting on you and what might have slipped.
Even when you keep every promise,
keeping track of them takes work.
You were hired
for your judgment.
Reconstructing the last conversation takes attention away from the next decision.
When the context is scattered, you become the connection between every note, promise, and unfinished piece of work. Each new client adds another set to carry.
Give that work a place to continueCapture with AI. Track the work. Delegate to Scout.
The work is already
in your conversations.
Emails and meeting transcripts contain the decisions, promises, and next steps. Omera uses AI to extract that work, connect it to the client, and give Scout the context for your next deliverable.
The inputs already exist. Start with those.
Forward client emails to the engagement’s Omera address. Paste meeting transcripts. AI parses the content to surface commitments, decisions, owners, dates, and work you owe.
Pasted transcript · Leadership call · Monday, September 21
Dana · Client lead “We agreed on existing customers only, with no additional headcount. October 1 is a proposed start, subject to the cost and capacity checks.”
Alex · Finance “I’ll review the cost assumptions by Thursday.”
Jordan · Delivery “I’ll confirm capacity by Friday.”
You · Fractional executive “I’ll prepare the client communication once those checks are complete.”
Dana “We still need to agree who gives final launch approval.”
One conversation. Work to capture.
AI finds Alex’s cost review, Jordan’s capacity check, your communication task, and the tentative launch date in the source material.
Start from the conversation instead of rebuilding it by hand.
Bring in the transcript or email, then check what the AI captured. Your attention goes to the meaning of the work and the exceptions that need judgment.
Look closer: how information comes into Omera
Meeting transcripts
Paste a transcript to extract proposed commitments and decisions. Check owners and dates, and resolve anything the conversation left ambiguous.
Client emails
Forward emails to the engagement’s Omera address and review incoming work in Inbox. Useful client context can start from the conversation already happening by email.
Notes when you need them
Manual capture remains available for a quick update or an unrecorded conversation. You can use the input that fits the situation.
Fictional engagement · Illustrative workflow views
The context is connected. Now put it to work.
Give Scout the deliverable you owe next.
Meet Scout · Your AI work assistant
Put Scout on
the deliverable.
The client brief. The action plan. The follow-up you still owe. Give Scout the assignment and relevant material. Get substantial drafts built from the engagement’s context, ready for your judgment.
One assignment.
Three useful outputs.
“Prepare Monday’s pilot decision package: a leadership brief, an action plan, and a follow-up email for the outstanding cost review.”
What Scout works from
- Your instructions
The audience, deliverable, and decision you need to support. - Engagement work records
Commitments, decisions, updates, and initiatives you’ve captured. - Reference documents
Add the relevant material for the assignment.
Review → Revise → Use
Edit the draft or request changes. Export to Word or print to PDF when it is ready.
Scout WorkHarbor · Illustrative draft package
Harbor pilot
Leadership decision brief
Executive summary
Delivery capacity is confirmed within current staffing. Two launch requirements remain unresolved: the cost review and the person authorized to approve the launch. October 1 remains a proposed date.
What the engagement record supports
- Pilot audience
- Existing customers only.
- Staffing
- No additional headcount.
- Capacity
- Confirmed in Jordan’s Friday email.
- Cost review
- Alex’s review was due Thursday. No completed review is recorded.
- Start date
- October 1 proposed; approval outstanding.
Recommendation for your review
Keep the agreed pilot scope. Complete the cost review and identify the launch approver before confirming a date or issuing a launch announcement.
The decision for Monday
Can the required review and approval be completed in time to support October 1? If not, agree a revised date. Name the person authorized to make that decision.
Harbor pilot
Action plan
- Alex · Complete the cost review
Provide the review or confirm a revised completion date. Bring the result into the launch decision.
- Client leadership · Name the launch approver
Identify who can approve the launch. Confirm the approval criteria and decision timing with that person.
- Launch approver · Decide on the start date
Assess the completed cost review alongside the capacity confirmation. Confirm October 1 or agree a revised date.
- You · Finalize the client communication
Prepare the wording using the agreed scope. Add the approved date and launch details after the decision, then review before sharing.
Already confirmed
Jordan’s capacity check is complete. Preserve the confirmation in the engagement record so the next discussion can focus on what is still open.
Move the missing input forward.
Subject: Harbor pilot — cost review and launch decision
Hi Alex,
Jordan has confirmed that the existing-customer pilot can be supported with the current team. Your cost review is the remaining input before we can assess the proposed October 1 start.
Please send the review, or confirm when it will be available, so we can bring a clear launch decision to our leadership discussion.
We also need to agree who has final launch approval. I’ll keep the date tentative in the client communication until that decision is made.
Once the review and approval are in place, I can finalize the communication with the agreed scope and timing.
Your judgment stays in the work. Check the facts, refine the recommendation, and decide what is ready to share.
Accountability continues after the draft. A drafted email is not a sent email. The underlying commitment stays open until the work is completed.
Review · Revise · ExportFictional engagement and illustrative deliverables. See the actual Scout workflow in your session.
Maxwell Hourigan
Founder, Omera & LightPath Advisory
Built in the work
Built from the same
client-to-client reality.
Maxwell built Omera while working as a fractional COO and chief of staff through LightPath Advisory.
Moving between engagements meant keeping each company’s priorities, decisions, and commitments connected—and returning to the next conversation prepared.
Omera grew from that daily work: a place for client context to accumulate, reviewed commitments to stay visible, and the next deliverable to begin.
His background includes operating leadership at Nolan Transportation Group, enterprise strategy at Wells Fargo, and 13 years in the Army National Guard.
Work through one of your engagements with MaxwellYour Omera client workflow session
Bring one workflow.
Leave with a practical plan.
In 30 minutes with Maxwell, map how to capture client context, track accountability, and delegate the next draft to Scout. See the actual product and decide where it could fit your practice.
Free, personal sessionNo preparation requiredNo purchase required
Here’s how we’ll use the time.
- 5 minStart with your reality.
Describe one recurring workflow that takes too much effort to keep straight.
- 15 minWork through a relevant example.
See AI parse an email or transcript, track the commitments it captures, and put Scout on a substantive client deliverable.
- 10 minMap your next step.
Map a capture → accountability → delivery routine for one engagement, whether or not you choose Omera.
What you leave with
A practical workflow plan and a clear view of whether Omera fits.
You can describe the workflow without sharing confidential client documents.
If Omera is a fit
Founding-member pricing
$79/month for your first 12 months,
then $99/month. Billed monthly.
Available to the first 10 paying members. We’ll explain included features and the AI allowance before you decide.
Choose a time with Maxwell.
30 minutes · Microsoft Teams
Prefer a separate window? Open the booking calendar ↗
Before you book
A few things
you might be wondering.
Is this relevant to my kind of fractional work?
This session is for individual fractional executives across functions, including finance, marketing, operations, people, and technology. We’ll start with how you work across clients and show a relevant example.
Will I need to prepare anything?
No. Come ready to describe one client workflow you want to make easier—for example, turning a leadership call into clear next steps, preparing for the next meeting, or drafting a client deliverable. You do not need to share confidential documents.
Is the session a product demonstration?
Yes. You’ll see the actual Omera product, discuss your process with Maxwell, and leave with a practical workflow plan. There is time for questions and no obligation to subscribe.
Can we discuss the tools I already use?
Absolutely. We’ll discuss where Omera could fit alongside your calendar, notes, and client communication. We’ll be clear about the steps you would maintain and any changes your current workflow would need.
What would I pay if I decide to join?
The first 10 paying founding members receive $79/month for their first 12 months, then $99/month, billed monthly. The standard price is $99/month. Included features and the Scout AI allowance will be explained before you decide.
One engagement is enough to start.
What are you still carrying
from your last client meeting?
Book my 30-minute session No purchase required.