Angela, I have been maintaining a folder for each client which includes basic contact information and balances completed. At the facilitator's conference, there was many styles to keeping records and most were very simple. As far as liability goes, I have malpractice for my self practicing as a nurse practitioner. however I don't think this would be of any use. As we always receive permission, I'm not sure what kind of situation could posit malpractice. I hope this helps . Sheryl