Orin OSManual
ManualCommunitySupport
Getting started
What Orin isSigning in and two-factorFinding your way aroundYour first weekAccess levels and what each can do
Daily work
Tasks, subtasks and weightageMy WorkspacePlacing work with CapacityConnecting your mailbox
Clients
The client listAdding a client
Billing
Billing and invoicesGetting paid
Documents
Uploading and filingDocument types and confidentialityFor review, Bin and QuarantineCapture: letting Orin read documents
Reports
DeadlinesTeam workloadAI capture spend
Settings
Profile and SecurityFirm detailsAccess controlLocations and ColoursWorking calendarServices and tasksTask types and Document typesCapture and SkillsEmail templates and FormsIntegrationsAudit log
Help and community
Ask Aiden
Ask Aiden
FAQ
Frequently asked questions
Glossary
Glossary
What’s new
The Help Centre
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The Orin manual

How Orin works, screen by screen.

Start here

What Orin is19/10/2026A one-page tour of what Orin does and how the parts fit together.Signing in and two-factor19/10/2026How to sign in, and how to add a second step so a stolen password is not enough.Finding your way around19/10/2026The sidebar, the top bar, and the controls that follow you across every screen.
Getting started
  • What Orin is
  • Signing in and two-factor
  • Finding your way around
  • Your first week
  • Access levels and what each can do
Daily work
  • Tasks, subtasks and weightage
  • My Workspace
  • Placing work with Capacity
  • Connecting your mailbox
Clients
  • The client list
  • Adding a client
Billing
  • Billing and invoices
  • Getting paid
Documents
  • Uploading and filing
  • Document types and confidentiality
  • For review, Bin and Quarantine
  • Capture: letting Orin read documents
Reports
  • Deadlines
  • Team workload
  • AI capture spend
Settings
  • Profile and Security
  • Firm details
  • Access control
  • Locations and Colours
  • Working calendar
  • Services and tasks
  • Task types and Document types
  • Capture and Skills
  • Email templates and Forms
  • Integrations
  • Audit log
Help and community
    Ask Aiden
    • Ask Aiden
    FAQ
    • Frequently asked questions
    Glossary
    • Glossary
    What’s new
    • The Help Centre