Decision waiting
Asked 2×Sign off on the new pricing tiers
Dana · Pricing reset
For fractional COOs, chiefs of staff & advisors
One workspace for every client.
Omera is AI-assisted software that connects your client commitments, decisions, and meeting context. Arrive prepared, draft the next deliverable, and keep the work moving.
Supporting a team of consultants? Meet Omera Bench →
Consultant workspaceNorthline Freight
The next conversation, already in view.
From your engagement record
Commitment completed
DoneReview the margin assumptions
You · Pricing reset
ScoutYour AI assistant
What should I lead with at Tuesday’s meeting?
Start with the pricing decision. The margin review is complete; confirm what Dana needs to sign off.
Based on the Ledger and meeting history
Illustrative product view. Fictional client and data.
01
Run the engagement.
Capture, prepare, and follow through.
02
Build the record.
Keep decisions and progress connected.
03
Share the progress.
Give the right people a useful view.
The problem is between the meetings
Several clients. One brain carrying it all.
The context lives in notes. The decision is buried in an email. The next meeting is in ten minutes. Omera gives each engagement a record you can return to, so you can spend more of the conversation moving the business forward.
Leave the meeting with clear commitments.
Paste meeting notes or a transcript, or review a forwarded email. Check the proposed commitments, owners, and dates before saving them to the Ledger.
A reviewed commitmentDana to sign off on pricingOwner: Dana · Due: Tuesday
Pick up where you left off.
See open decisions, outstanding work, and follow-up history before the next client conversation.
Your meeting preparationResolve the open pricing decisionMargin review complete · Decision pending
Keep commitments moving.
Review the recap draft, send it through your email, and return to the record as commitments move forward.
A recap you can editHere’s what we agreed.Dana will confirm the decision on Tuesday.
Meet Scout, your AI assistant
Put the context to work.
Give Scout a task and the relevant reference documents. It uses your instructions and the engagement’s work records to prepare a draft you can review, edit, and refine for your client.
- Review the engagement context and reference material used for the task.
- See the estimated usage and approve the next work step.
- Check the draft, make edits, or ask for a revision before using it.
Take the result into your work: download a Word document or print to PDF.
Explore Scout Work →From assignment to working draft
Draft a decision brief for the pricing reset. Use the engagement notes and the margin review.
Context for this assignment
Engagement work records · Margin review supplied by you
Northline Freight / Decision brief draft
A clear next step for the pricing reset.
The margin review is complete. The remaining decision is approval of the new pricing tiers.
Next step
Working draft · Review before sharingDana to confirm the decision at Tuesday’s meeting.
From activity to evidence
Show clients what changed.
Add an assessment when you need a structured starting point. Commitments and decisions show the work. Reassessment helps you discuss where the business stands now.
Decisions depend on the founder.
A structured assessment surfaces gaps in execution, financial discipline, and revenue systems.
Make ownership and next steps explicit.
Capture the pricing priority, record who owns the decision, and track what happens next.
See what moved. Decide what comes next.
Compare the starting assessment with a reassessment and supporting engagement evidence.
Omera Bench / For consulting firms
A shared view of client progress.
Bench brings enrolled engagements into a shared portfolio view. See engagement health and progress, then start a better conversation with the consultant.
The consultant’s workspace
Where the work happens.
- Meeting context and reviewed commitments
- Private preparation and AI drafts
- Decisions, priorities, and follow-through
Engagement signals
& explicitly shared updates
The firm’s Bench
Where support gets focused.
- Engagement health, with a reason
- Who needs a call and who owns it
- Assessment progress over time
Source emails, transcripts, and unshared working records stay outside the Bench view.
Explore Omera BenchTrust & privacy
Client work deserves clear boundaries.
Understand how your working record is stored, how AI uses context, and what becomes visible to a firm.
A working record in Omera.
Omera stores engagement information, including reviewed commitments, decisions, and supporting excerpts. Forwarded email is stored for review in Inbox.
AI processes relevant context.
AI features send relevant information to external AI providers for the requested work. Scout Work uses engagement records, your instructions, and the reference material you supply.
Firm sharing has a boundary.
Bench covers enrolled engagements and explicitly shared records. Source emails, transcripts, private drafts, and unshared working records stay outside the Bench view.
Explore the input, access, review, and deletion controls before bringing client information into a workflow.
How Omera handles client information →
Max Hourigan
Founder, Omera & LightPath Advisory
Built in the work
Built from daily client work.
Max Hourigan built Omera while working as a fractional COO and Chief of Staff through LightPath Advisory.
Moving between client meetings, he needed to keep each company’s priorities, decisions, and commitments connected—and arrive at the next conversation prepared.
His background includes operating leadership at Nolan Transportation Group, enterprise strategy at Wells Fargo, and 13 years in the Army National Guard. Through LightPath, he helps founders establish operating cadence, accountability, and financial discipline.
Omera grew from that daily work.
Meet the practice behind Omera ↗The idea in 26 seconds
The work shouldn’t leave with the meeting.
Watch the short film behind Omera’s promise: know where every engagement stands.
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.
Fit, setup & next steps
Before we talk.
Know how Omera fits your practice and what getting started looks like.
Who is Omera for?
Omera is built for fractional COOs, chiefs of staff, and advisors managing client engagements. You can use the consultant workspace independently. Omera Bench gives consulting firms a shared view of the engagements enrolled on their bench.
Why would I add Omera to the tools I already use?
Omera connects meeting context, commitments, decisions, and progress within each engagement. That record supports your next meeting, gives Scout context for drafting, and helps you explain what changed as the work develops.
Is Omera available now?
Yes. Omera and Scout Work are available. Book a walkthrough to see the working product and discuss setup for your practice or firm. The examples on this website use fictional data.
How does Omera fit my existing tools?
Paste meeting notes or transcripts into Omera and review the suggested follow-up. For email, set up forwarding to your engagement’s Omera address, choose allowed senders, and review incoming conversations in Inbox.
For a Scout assignment, add Word, Excel, text-based PDF, text, or Markdown files. You can download a draft as a Word document or print to PDF. Reviewed recaps can be copied into your email.
Can I start with one client?
Yes. Start with one engagement and the commitments and decisions you need to track. Paste notes from a meeting, review the proposed follow-up, and use that record to prepare for the next conversation. Add assessments when you want a structured baseline and progress review.
Do my clients need an Omera account?
No account is needed to receive a recap you review, copy, and send through your email. You maintain your working engagement record in Omera while your client continues the conversation with you.
How do I check and correct the AI’s work?
Review proposed commitments before choosing which items to save. With Scout Work, review the task context and approve the next work step, then check the draft, edit it, or request revisions. AI output can be wrong, so review the result before using it.
Meeting recaps are drafts you can copy into your email; that workflow does not send them automatically.
What would my consulting firm see?
Bench brings together health and progress for enrolled engagements, along with explicitly shared updates and records. Source emails, transcripts, private drafts, and unshared working records stay outside the Bench view.
How do pricing and onboarding work?
We’ll discuss pricing for your practice or firm during the walkthrough, including how Scout usage applies. Scout Work shows estimated usage for each work step before you approve it.
If you decide to proceed, we’ll help you set up your workspace and get started.
Let’s walk through the work
Let’s walk through your work.
We’ll show how Omera connects the meeting, the next step, and the progress you need to explain.
Book a 30-minute walkthroughWhat we’ll cover
- Your client work and where follow-through gets difficult.
- A working demonstration: capture, Scout draft, review, and progress.
- Your existing tools, sharing requirements, pricing, and onboarding.