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Use Cases

Pluely for Freelancers: Client Calls, Notes & Proposals

On a discovery call you're the salesperson, the project manager, and the note-taker — all inside the same thirty minutes. The prospect describes their problem, you're mentally scoping the work, and somehow you're also supposed to capture notes precise enough to write an accurate proposal tonight, without ever looking distracted. Pluely takes the note-taking job off your plate entirely: it transcribes the whole call live with speaker labels and no bot on the line, then turns the conversation into the first draft of your proposal.

Across the client relationship

  • Discovery calls — Listen mode captures the prospect's exact description of their problem and budget. A proposal that echoes their own words closes better than one built from a generic paraphrase.
  • Scoping and kickoffs — a speaker-labeled transcript is your record of exactly what was agreed. When a scope question surfaces in month three, you point to the line, not to memory.
  • Delivery check-ins — when a client reacts to a deliverable on a screen share, capture it with image uploads and ask Ask mode to help you read the feedback precisely.
  • Questions you didn't prep for — attach your services, rates, and case studies to a custom prompt in Prompts, then turn on Automatic responses. When a prospect asks "have you handled something like this?", a talking point appears — drawn from your own materials and the live transcript. It waits for the speaker to finish, ignores throwaway remarks, and never answers the same question twice.

From call to paid invoice

Every call is saved locally as a reopenable meeting in Meetings:

  • Proposals — start from the call summary instead of a blank page, then edit in your voice and pricing.
  • Scope disputes — the transcript of the original scoping call ends a "that wasn't included" conversation in minutes, without the he-said-she-said.
  • Invoices — hourly billers can reconstruct exactly what a call covered for an honest line-item description in seconds.
  • Handoffs — bring a collaborator in mid-project and the saved transcript briefs them faster than any verbal recap.

How to set it up

  1. Switch to Listen mode in the overlay before the client call starts — it works with Zoom, Meet, or whatever the client insists on.
  2. Grant microphone and screen-recording permission so the client's side is captured.
  3. Press Start listening as the call begins; the overlay stays out of any screen share you run.
  4. Use the composer mid-call to think through an unexpected question, or screenshot a deliverable under review.
  5. Press Stop when the call ends; the meeting saves automatically.
  6. Generate the summary and shape it into a proposal, scope doc, or invoice description.

Tips

  • Watching costs? Bring your own provider key (encrypted on device) or run a local CLI — Claude Code, Gemini CLI, or Ollama — which Pluely doesn't meter at all; managed-plan meters live in Plans & usage. See Model selection.
  • Name meetings "client + project" so the right call surfaces months later when a scope question lands.
  • Attach your scope template to your prompt before a scoping call so summaries map cleanly onto how you build proposals.
  • Review every generated summary before it reaches a client — fast first draft, not final deliverable.

Last updated 2026-07-10 · pluely.com