How long to keep previous client records? ADVERTISEMENT 623 viewsMay 30, 2013 0 Sheri0 May 30, 2013 0 Comments When a client becomes a “former client” how long is recommended to keep session notes for medical/legal reasons? 7 Answers ActiveVotedNewestOldest 0 NatalieSmith5 Posted 0 Comments Hello Sheri Traxler, To be on the safe side, forever; since rules change. Take care, Natalie. You are viewing 1 out of 7 answers, click here to view all answers. Register or Login