Omera

For fractional executives

One client on
your screen.
Five in your head.

Omera works through what changed across your engagements and brings you the next call to make—with the context, a recommendation, and the next step drafted.

You bring the judgment.
Omera brings you prepared.

Book a walkthrough See a briefing in action

Supporting a team? Meet Omera Bench →

OmeraPrepared for your judgment

Northline · Pricing decision

The analysis is finished.
Dana still needs to make the call.

The margin review is complete, but pricing approval is still open. I’d bring the recommendation into Tuesday’s meeting so Dana can decide with the tradeoffs in front of her.

Prepared for your reviewPricing decision briefRecommendation, tradeoffs & open questions
Review the brief
What this is based on

Fictional engagement records: a completed margin review, an open pricing approval owned by Dana, and a Tuesday leadership meeting. No pricing figures or final approval are assumed.

You decide what happens next.

Interactive example · Fictional client and records

Illustrative deliverable

Northline / Working draft

Pricing decision brief

For Tuesday’s leadership discussion · Decision owner: Dana

The call to make

Approve the proposed pricing tiers, request a specific revision, or defer approval pending a named missing input.

What the record supports

The margin review is marked complete. Pricing approval remains open. Completion of the analysis does not establish that Dana has accepted its assumptions or approved the recommendation.

Recommended next move

Put the pricing decision on Tuesday’s agenda. Bring the completed margin review alongside the proposed tiers and ask Dana which decision she is ready to make.

The tradeoffs

  • Approve: enables implementation planning, provided the assumptions and scope are accepted.
  • Revise: addresses a specific concern; identify what must change and who will prepare it.
  • Defer: allows more evidence to be gathered; name the missing input and agree when to revisit.

What still needs checking

The example does not include the proposed rates, margin figures, customer impact, or an agreed rollout date. Check those inputs before recommending approval. A material issue in the margin review would change the recommendation to seek a decision now.

Suggested agenda wording

Pricing tiers: review the margin assumptions, resolve any remaining questions, and record Dana’s decision and the agreed next step.

Fictional sample, not customer work. Nothing here changes an engagement or sends a message.
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.

01 / CAPTURE

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
02 / PREPARE

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
03 / FOLLOW THROUGH

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.

One illustrative engagement, from conversation to follow-through.

Explore the consultant workspace →

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

Dana to confirm the decision at Tuesday’s meeting.

Working draft · Review before sharing

Illustrative output. Review the draft before using or sharing it.

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.

The starting point

Decisions depend on the founder.

A structured assessment surfaces gaps in execution, financial discipline, and revenue systems.

The work

Make ownership and next steps explicit.

Capture the pricing priority, record who owns the decision, and track what happens next.

The review

See what moved. Decide what comes next.

Compare the starting assessment with a reassessment and supporting engagement evidence.

Illustrative engagement. Assessment changes are not guarantees of financial results.

See how progress is recorded →

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 Bench

Trust & privacy

Client work deserves clear boundaries.

Understand how your working record is stored, how AI uses context, and what becomes visible to a firm.

01

A working record in Omera.

Omera stores engagement information, including reviewed commitments, decisions, and supporting excerpts. Forwarded email is stored for review in Inbox.

02

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.

03

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 of Omera and LightPath Advisory

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 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.

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.

Explore the firm’s view and sharing boundaries →

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 walkthrough

What we’ll cover

  1. Your client work and where follow-through gets difficult.
  2. A working demonstration: capture, Scout draft, review, and progress.
  3. Your existing tools, sharing requirements, pricing, and onboarding.