Set periods based on your legal, insurance, tax, professional, and practical needs. Replace the example fields with your own decisions.
| Record type | Reason kept | Period | Action at end |
|---|---|---|---|
| Client contact details | Service delivery and contact | [period] | Delete or archive |
| Profession-specific records | client details, appointment notes, documents, consent records, complaints, incidents, invoices, and marketing consent | [period] | Review |
| Consent records | Evidence of consent or acknowledgement | [period] | Review |
| Invoices and payment records | Tax, accounting, and payment history | [period] | Archive or delete |
| Complaints and breach logs | Accountability and evidence | [period] | Retain securely |