The consultant workspace
Start with the priorities across your practice. Open a client briefing, review the context and prepared work, then carry the decision into meeting preparation, the Ledger and Scout.
Start with Today
Northstar / Before Friday’s sales training
Launch plan + meeting decision + sales materials + commitments
Confirm who will update the sales deck and get the revised pricing approved before Friday’s sales training.
Why it matters Help sales take the right offer to market and avoid preventable customer confusion and rework.
From preparation to follow-through
Bring the right context into the next conversation, then carry the decisions back into the engagement. The record keeps developing as the work moves forward.
Review priorities, open commitments and briefings across clients. See what changed, why it matters and the next move to consider.
Prepare from open decisions, prior commitments and meeting history. Work from an editable agenda and capture notes alongside the questions you came to resolve.
Review a debrief, proposed record changes and a recap draft. Use captured notes even when there is no transcript. You confirm what belongs in the record.
Continue a saved briefing or meeting discussion with Scout. Review email-driven changes to work, then approve the updates and next steps you want to keep.
Choose a view to explore the workflow.
NORTHLINE FREIGHT / STARTING ASSESSMENT
Clarify who owns the decision and build a regular forum to resolve it. Carry that focus into the engagement’s commitments.
Simplified illustration using Omera’s assessment categories. Fictional client and example priority; not customer results.
Add a structured starting point when the engagement needs one. Review the business assessment and proposed priorities, then revisit the baseline as work progresses.
See commitments, owners, and follow-up history in one place. “Asked 2×” records repeated follow-up; “date moved 2×” records a revised commitment. Use the record to decide what needs a conversation.
See engagement signals across your client work. Review the reason behind an exception, then open the engagement that needs attention.
Keep track of the work you owe across clients. Bring your own commitments into view alongside the engagement priorities.
Prepare from the current engagement record. Use an editable agenda, capture meeting notes and decision outcomes, then review the follow-through. Continue a meeting discussion with Scout without starting over.
Review proposed changes from incoming or sent email: progress, changed plans, completion and new next steps. Edit the suggestions and confirm the changes you want to keep. A request does not establish another person’s commitment.
Start the day with a view of what needs attention across engagements, then open the source record to decide what to do.
Northline Freight
Sign off on the new pricing tiers
Dana
Tuesday
Pricing reset
Record the commitment, owner, and date before moving to the next client conversation.
Capture a commitment while the conversation is fresh, including when you are away from your desk.
Ask Scout to prepare you for a meeting, draft a recap, or explain where a commitment stands using engagement context. Review its sources and output before acting.
Compare a starting assessment with a reassessment and the engagement evidence behind it. Use the record to discuss progress and the next priorities. These fictional assessment scores are not operator ratings or proof of financial return.
Illustrative product views with fictional data. On smaller screens, scroll inside a view to explore its details.
Scout Work / Handle this for me
Begin with an assignment or a reviewed handoff from a briefing or meeting discussion. Scout uses your instructions, the engagement’s work records and approved reference documents to prepare work you can review and revise.
01 The decision to make
02 What the record supports
03 Open questions and next steps
Make the engagement your own
Start with one client and a meeting’s notes. Review the proposed commitments and decisions, then return to the record before the next conversation. Add assessments when you want a structured baseline and progress review.
Your clients can receive the recap through your email. They don’t need an Omera account for that workflow.
Understand data handling and privacy →Working with a consulting firm?
Choose the engagements to enroll. Bench brings together engagement indicators and explicitly shared updates, while source emails, transcripts, and unshared working records stay outside the firm’s view.
See what a firm would see →Let’s walk through the work
We’ll show how Omera connects the meeting, the next step, and the progress you need to explain.
Book a 30-minute walkthrough