Define a case with enough context
Give the case a recognizable title, associate the primary entity and record notes that explain the scope. The name should still make sense six months from now, not just today.
Record concrete activities
Instead of “worked on the project”, record what happened: site visit, preparation, delivery, revision, meeting or another relevant event. Simple dates and descriptions make the history searchable.
Attach documents to the right case
Keep photos and files with the case they belong to. That does not turn a document into certified evidence, but it helps preserve the context of when and why it was kept.
Export only when you need to
An export should be a consequence of the record, not the record itself. Keep the data organized first; then generate a summary or dossier when you need to share information.