What Orin is

Orin is your practice management system. It holds your clients, the services you do for them, the work those services need, and the money you bill for it. This page explains how those pieces fit together, so the rest of the manual makes sense.

The shape of the firm's work

Everything in Orin hangs off four things, in this order:

1. A client

   A business or a person your firm acts for. Clients carry a country, a currency and a manager. See Clients.

2. Services

   What you do for that client: year-end accounts, VAT, payroll. You tick them on the client's Services tab, and each carries its fee.

3. Tasks

   The individual pieces of work a service breaks down into, each with an owner and a due date. Tasks are what you actually see on your board every morning.

4. Invoices

   Finished work is ready to invoice, and Billing turns it into an invoice on the client's own schedule.

If you only remember one thing: a task comes from a service, and a service always belongs to a client. Almost every screen in Orin is a different view of that chain.

Where you will spend your time

The sidebar is ordered to match the firm's day rather than the order things were built: what is on you now, then who you serve, then money, then records, then reports over all of it.

Common questions

Do I need to set anything up before I start? No. Your firm's administrator has already done the setup. If a screen is empty, it usually means there is genuinely nothing there yet rather than that something is missing.

Why can I not see a screen a colleague can? Access in Orin is granted per area. If a menu item is missing for you, somebody at your firm has not granted you that area. Ask an administrator rather than looking for a setting.