Start your 14-day free trial

Set up your workspace, bring in a handful of clients, and run a real week on Omega. No credit card, nothing charged automatically, and your data stays yours.

Start Free Trial Book a Demo first

How it works

Up and running in an afternoon

Create your account

Sign up with your work email and name your firm. Your workspace, calendar and inbox connections are ready in a few minutes.

Bring in your book

Import from Redtail, Wealthbox, Salesforce or a CSV, or start with a handful of clients. Our team maps the fields with you.

Run a real week

Let the AI notetaker join your meetings, send a few follow-ups, and see how much of the busywork disappears before you decide.

Ready when you are

Fourteen days, every feature, no card required. Questions first? Book a demo and we'll walk through anything specific to your firm.

Start Free Trial Book a Demo