Keeping Track of Case Progress

This is a listener request episode: 'Would it be possible to cover some of the more admin-type tasks in a future episode - specifically what notes to keep on clients and in what format?

As a reponse to this request, the episode takes a simple and practical approach to answer the question. It also covers a major principle that I have found to be invaluable to apply to administration and record-keeping over the many years of operating in this profession.