For solo founders & consultants
Five clients in one head, and nothing falls out the bottom
Solo founders and indie consultants live with a specific kind of overload: too many calls, too many open loops, no project manager to remind you what was decided two weeks ago. Korely records each call, recaps the decisions, and lets Claude or Cursor query the whole vault when you need to remember.
Calls
Every call becomes something you can find later
You jumped on a call with a prospect three months ago. They mentioned a constraint, a budget, a tool they had tried before. You took a few notes, then never looked at them again. The deal stalls. Two weeks later they ask "did I tell you about the integration we need?" and you have no idea.
In Korely you hit record at the start of the call. The transcript fills in live. Local Whisper covers Free, Deepgram with speaker names covers Pro. When the call ends, the AI recap pulls out the budget number, the integration they need, the names of the tools they compared. You read it in ninety seconds instead of replaying forty-five minutes.
Three months later you ask Claude (through Korely's MCP) "what did Sarah at the customer say about pricing?" and the answer comes back, sourced from the actual transcript. No CRM data entry, no manual follow-up doc.
Patterns
See the threads that run across every client
The knowledge graph pulls the names and topics out of every note as you save it. Open a note about pricing and the sidebar shows every other note in your vault that touches pricing, across every client you work with.
"Three prospects this quarter asked about the same integration. Should I package something around it?" That question comes from seeing the thread, not from remembering each conversation. The graph surfaces it on its own.
Client trust
"Where does our data live?" Markdown, on this laptop.
Selling consulting means clients sometimes ask the question. If the answer is "Notion, ChatGPT history, my Apple Notes, and seven other apps", that is a hard sell. If the answer is "as Markdown files on this machine, encrypted disk, no cloud sync turned on", it is a different conversation.
Free Korely never uploads anything. Pro cloud sync is per account, encrypted in transit and at rest, with a single tenant boundary and no model training on customer data. The vault is what your client conversations live in, not a shared SaaS workspace that may change its policies tomorrow.
A normal week
A normal week with Korely open
Monday morning. Open Today and look at what is left over from last week. Triage in five minutes. Three things move to today, two move to next week, one gets dropped.
Tuesday call with the new account. Hit record at the top of the call. The transcript and recap land in the right folder when it ends. Action items become tasks linked back to the meeting note so you can find them by either path.
Wednesday in Cursor. Ask Claude (through Korely MCP) "what did the new account push back on across our last three calls?" The answer references the actual transcripts. You start the follow-up email from there.
Friday review. Open the knowledge graph, filter by "pricing", and see which clients keep raising it. Decide whether to put together a new pricing offer for the prospects who are bouncing on the entry tier.
Saturday. Korely does not open. The vault stays on your laptop, where it was the whole week.
Frequently asked
Will my client information leak if I use Korely? +
Free Korely is fully local: meetings, notes, and graph never leave your laptop. If you turn on Pro for cloud sync, the data is encrypted and isolated per account. Plenty of consultants stay on Free for client-sensitive work and use Pro only for their own thinking.
Can I separate clients into different spaces? +
Yes. Folders mirror your filesystem, so create one folder per client and your notes stay separated visually. The knowledge graph still finds patterns across clients (for example, every prospect who asked about pricing last quarter) when you want it.
How does Korely fit with Linear, Notion, and Slack I already use? +
It does not replace them. Linear is for the team backlog. Notion is for client deliverables. Slack is for chat. Korely is the personal layer underneath: the notes you take during a call, the decisions you want to remember, the action items that never made it to Linear.
One vault. Every client. Nothing falling out the bottom.
Free forever for the local vault. Pro for cloud sync and AI recaps when you need them.