Use it the moment it’s installed
Employee documentation, kept private and encrypted on your own computer.
⬇ Download for macOSmacOS (Apple Silicon) · v0.1.0 · ~2.3 GB (includes on-device AI)
🔒 Installs under the discreet name “CB Notes” — nothing on your screen tells your staff you keep records.
On Windows? Client Builder Pro Notes is coming to Windows — get notified when it’s ready.
Download the .dmg, drag CB Notes to Applications, and open it. On first launch you set a passphrase that encrypts everything. (The app installs under the short name “CB Notes.”)
On recent macOS (Sequoia), open System Settings → Privacy & Security, find the note about CB Notes, and click “Open Anyway,” then confirm. (On older macOS, right-click the app and choose “Open.”) The warning appears for newly released, not-yet-notarized builds and does not indicate a problem.
On purpose. Client Builder Pro Notes installs under the short, discreet name “CB Notes,” so nothing on your taskbar, Start menu, or window title tells your staff you keep separate records. It’s the same app — just a low-profile name.
No. All employee records are stored only on your computer, encrypted with AES-256. They are never sent to external servers.
Only for license checks and updates. Your employee records are never transmitted.
Click “Start free” — the Free plan gives you up to 10 entries a month with no credit card and no signup.
Your passphrase is never stored or sent to us. If it’s lost, your encrypted data cannot be recovered — so keep it somewhere safe.
Automatic periodic backups run in the background, and you can also export a manual encrypted backup to move to another computer.