For fractional executives
Keep each client’s meetings, messages, documents and commitments connected. See what needs attention across your practice, with the next move prepared for your review.
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.
Your whole practice in view
Move between engagements without starting from an empty conversation. Each client keeps its own sources, working context, decisions and follow-through. Today brings the work that needs you into one view.
Build on the material you already have. Add notes and transcripts, review forwarded email, and keep approved reference documents in the client library for Scout assignments. Bring useful context forward as the engagement develops.
Keep the client’s workflow familiar. Your clients do not need to maintain another system. You choose what enters Omera, review proposed record changes and decide what to share.
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.
Meet Scout, your AI assistant
Carry an approved direction from a briefing or meeting into a Scout assignment. Use the client’s work records and approved reference material to prepare a brief, document, analysis or spreadsheet you can review and revise.
Keep the final deliverable with the assignment and client, or export it for your work. You choose what to retain and share.
Explore Scout Work →Engagement work records · Margin review supplied by you
The margin review is complete. The remaining decision is approval of the new pricing tiers.
Dana to confirm the decision at Tuesday’s meeting.
From activity to evidence
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.
A structured assessment surfaces gaps in execution, financial discipline, and revenue systems.
Capture the pricing priority, record who owns the decision, and track what happens next.
Compare the starting assessment with a reassessment and supporting engagement evidence.
Omera Bench / For consulting firms
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
Engagement signals
& explicitly shared updates
The firm’s Bench
Source emails, transcripts, and unshared working records stay outside the Bench view.
Explore Omera BenchTrust & privacy
Understand how your working record is stored, how AI uses context, and what becomes visible to a firm.
Omera stores engagement information, including reviewed commitments, decisions, and supporting excerpts. Forwarded email is stored for review in Inbox.
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.
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
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
Watch the short film behind Omera’s promise: know where every engagement stands.
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
Know how Omera fits your practice and what getting started looks like.
Omera is built for fractional executives across finance, marketing, operations, people, technology, revenue, and strategy. You can use the consultant workspace independently. Omera Bench gives consulting firms a shared view of the engagements enrolled on their bench.
Omera combines a persistent record for each client with visibility across your practice. Meetings, commitments, decisions and reviewed updates remain connected to the engagement, so preparation and follow-through can continue over time. Today brings priorities across clients into view.
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.
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.
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.
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.
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.
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.
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
We’ll show how Omera connects client context, brings a decision into view and prepares work for your review.
Book a 30-minute walkthrough