Help center
Reach us by email — we answer Monday through Friday.
Need help with your plan, an invoice, or moving to a new computer? Email the address you used to sign up and we’ll sort it out. (If a reply doesn’t arrive, check your spam folder and make sure you wrote from the same address on your account.)
Confirm your email and password are correct and that the device is online for the one-time check. Email us if it persists and we’ll help right away.
Your passphrase encrypts everything and is never stored or sent to us, so we can’t recover it — and neither can anyone else. This is what keeps your records private. Restore from a backup made under a passphrase you still have.
Free and Starter are for a single computer. Premium adds multi-device so you can use your encrypted database across more than one of your own machines.
Export an encrypted backup on the old computer and restore it on the new one, then sign in to your plan.
Restore from your most recent encrypted backup on a new machine and sign in again. (This is why regular backups matter.)
Reinstall Client Builder Pro Notes, restore your encrypted backup, and sign in. Without a backup, records can’t be recovered, since everything lives only on your machine.
No. Records and the on-device AI stay on your computer. The network is used only for license checks and updates — never for record data.
No. Client Builder Pro Notes is an organizational tool for keeping good, factual records. It is not a law firm and does not provide legal advice — consult counsel on serious matters.