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
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.
Figures reflect publicly reported EEOC and employment-litigation data.
A record in under two minutes
The moment something happens is the moment to write it down.
Built for documentation, not paperwork
“Worried that nothing important is actually written down?”
“No time to sit and type up what just happened?”
“Afraid a note could read as biased or inflammatory?”
“Dreading the day a lawyer or claim asks for proof?”
For anyone who manages people
Restaurants and shops, clinics and salons, trades and small offices — anyone with employees and no HR person.
Hourly & shift staff
Document no-shows, lateness, and conduct so an unemployment or wage claim doesn’t come down to memory.
Front-of-house teams
Keep a calm, factual record of incidents and coaching across a small team you manage yourself.
No HR department
Get the documentation discipline an HR team would bring — without hiring one.
New — and built for one job
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
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
Local encrypted storage, not the cloud — that’s why you can trust it.
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.
Records and the AI that structures them stay on your machine — nothing about your employees is uploaded.
Your database is protected by the US NIST-standard AES-256 cipher, unlocked by a passphrase only you hold.
Every edit is snapshotted and an entry’s recorded timestamp is immutable, so your records stay contemporaneous.
Write it down now, so you’re never left saying “I should have documented that.”
On Windows?