New: talk into it — capture an entry by voice in under two minutesOn-device transcription · your voice never leaves your computer →

If it isn’t written down,
it didn’t happen

Client Builder Pro Notes is the HR backup for businesses with no HR.
Document warnings, incidents, and coaching into dated, factual records — by voice or typing, kept private on your own computer.

On Windows?

✓ AES-256 encrypted, local-first — records never touch the cloud

🔒 On-device AI keeps your notes factual and objective

CB Notes — Employee record
Alex M.Verbal warning
🔒 On-device AI · drafted locally

The documentation gap that sinks small employers

Most businesses with employees and no HR have no contemporaneous record — until a claim, an audit, or a lawyer asks for one. That gap is what Client Builder Pro Notes closes.

88,500+
EEOC charges filed in a recent year — documentation is your defense
$75k–$250k
Typical cost to defend a single wrongful-termination suit
< 2 min
To capture a dated, factual entry — by voice or typing

Figures reflect publicly reported EEOC and employment-litigation data.

A record in under two minutes

Capture it now, instead of regretting it later

The moment something happens is the moment to write it down.

Without documentation

“He said,
she said”
  • Verbal warnings forgotten or scribbled on lost notes
  • Nothing dated, so claims come down to memory
  • Unemployment and wrongful-termination claims hard to defend
  • Notes written after the fact look unreliable
  • Emotional wording that can backfire in a dispute
  • No backup — one dead laptop and it’s gone

With Client Builder Pro Notes

2 minutes
per entry, by voice or typing
  • Every warning and incident dated the day it happened
  • Recorded timestamps are immutable and contemporaneous
  • A clear, factual file ready if a claim is ever filed
  • Edits snapshotted into a tamper-evident trail
  • AI keeps wording objective and out of trouble
  • Encrypted backups keep your records safe

Built for documentation, not paperwork

Sound familiar? Client Builder Pro Notes solves it

Worried that nothing important is actually written down?

Clear, dated employee documentation

  • Capture warnings, incidents, attendance issues, coaching, and kudos
  • Every entry is dated and organized by employee
  • All data stored only on your computer — never sent to the cloud
🗂️

No time to sit and type up what just happened?

Talk into it or type

  • Speak a quick note and let the app capture it
  • On-device transcription — your voice never leaves your computer
  • Turn a rushed account into a clean record in under two minutes
🎙️

Afraid a note could read as biased or inflammatory?

AI that keeps it factual

  • On-device AI structures rough notes into objective documentation
  • Flags emotional, vague, or protected-class language to avoid
  • Helps you write records that hold up — without legal jargon
🛡️

Dreading the day a lawyer or claim asks for proof?

Defensible, contemporaneous records

  • Each entry’s recorded timestamp is immutable
  • Every edit is snapshotted into a tamper-evident trail
  • Export a clean PDF record when you need to share it
📄

For anyone who manages people

Made for businesses with a handful of employees

Restaurants and shops, clinics and salons, trades and small offices — anyone with employees and no HR person.

Restaurants & cafés

Hourly & shift staff

Document no-shows, lateness, and conduct so an unemployment or wage claim doesn’t come down to memory.

  • Log attendance issues the moment they happen
  • Track verbal and written warnings by employee
  • Have dated proof ready if a claim is filed

Retail, salons & clinics

Front-of-house teams

Keep a calm, factual record of incidents and coaching across a small team you manage yourself.

  • Capture customer and conduct incidents clearly
  • Record coaching and 1:1s for fair reviews
  • Keep sensitive notes encrypted on your own computer

Trades, agencies & small offices

No HR department

Get the documentation discipline an HR team would bring — without hiring one.

  • Build a defensible file before issues escalate
  • Note kudos and wins, not just problems
  • AI keeps wording objective and out of trouble

New — and built for one job

Why we built Client Builder Pro Notes

Small employers lose disputes they should win for one reason: nothing was written down, or it was written after the fact. Cloud HR suites are overkill and put your employee records on someone else’s servers. Client Builder Pro Notes does one thing well — fast, dated, defensible documentation that stays encrypted on your own computer. It’s early, and we’d rather earn real owners than invent reviews.

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Start free — no credit card

Gentle pricing that grows with you

The cost of not documenting

$75k+
to defend a single suit
  • Unemployment claims you can’t contest
  • Wrongful-termination exposure
  • EEOC disputes with no paper trail
  • Reviews and decisions made from memory
  • Sticky notes and emails that disappear

Client Builder Pro Notes — from $0

Free
up to 10 entries a month
  • Free: up to 2 employees, 10 entries/month, no card to start
  • Starter: $9/mo — up to 10 employees, 200 entries/month + templates
  • Premium: $39/mo — unlimited employees & entries, PDF export, multi-device
  • Your data stays yours, encrypted on your computer
  • Upgrade only when you’re ready

Client Builder Pro Notes is an organizational tool, not a law firm, and does not provide legal advice — consult counsel on serious matters.

Privacy by design

Employee records never leave your computer

Local encrypted storage, not the cloud — that’s why you can trust it.

Cloud HR tools

  • Sensitive employee data stored on external servers
  • Records transmitted over the internet
  • Mass-leak risk if a server is breached
  • No access to your data if the vendor shuts down

Client Builder Pro Notes — local approach

  • All records encrypted on your own computer only
  • Employee data is never sent over the internet
  • No central database of records, so there’s no target to hack
  • The file lives on your computer — keep it as long as you need

The network is used only for license checks and updates — never for your record data. Just as a spreadsheet vendor doesn’t receive what you type, the employee data you enter into Client Builder Pro Notes is never sent to us.

💻

Local-first, on-device AI

Records and the AI that structures them stay on your machine — nothing about your employees is uploaded.

🔐

AES-256 encryption

Your database is protected by the US NIST-standard AES-256 cipher, unlocked by a passphrase only you hold.

🧾

Tamper-evident trail

Every edit is snapshotted and an entry’s recorded timestamp is immutable, so your records stay contemporaneous.

Start protecting your business today

Write it down now, so you’re never left saying “I should have documented that.”

On Windows?