What to record.
WHAT TO KEEP
Contact details What was agreed What was delivered Communications about decisions Invoices and payments Anything relevant to the relationship
WHY
Disputes require evidence Future work requires context Handover requires it
WHERE
Organised per client, backed up.
WHAT TO RECORD DURING A PROJECT
Decisions and approvals Change requests Anything agreed by phone
THAT LAST ONE
Confirm verbal agreements in writing afterwards.
WHAT TO KEEP AFTER THE RELATIONSHIP ENDS
Records for whatever period your accountant advises Subject to any confidentiality obligation
WHAT TO CONSIDER
Client data carries obligations.
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WHAT TO DELETE
What you no longer need, in line with a stated retention period.
WHAT THIS ENABLES
Answering a question about work from two years ago.
