As well as bringing together all emails, notes and tasks, all files and documents relating to a piece of work can be stored against the work item. Furthermore, all files attached to an email that’s linked to a piece of work will be automatically stored against it in the work item's Recent Documents—located on the Details tab.  

Once the work is completed, all files and documents will remain with the work item. Intuit Practice Management powered by Karbon does not automatically archive or archive documents after a certain period of time.

You can also upload files manually, rename all files (so they are easier to find later) and archive them if they are no longer relevant.

Further reading:
Files and documents on contacts

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