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Getting started
Your first weekRoles, permission groups and what you can openSigning in and two-factorFinding your way aroundWhat Orin OS is, and where Practice fits
Daily work
Placing work with CapacityConnecting your mailboxTasks, subtasks and weightageMy Workspace
Clients and engagements
The client listAdding a clientEngagement lettersEngagements and periodsOnboarding evidence and confirmations
Anti-money laundering checks
AML reviews and re-screensThe AML walletHow anti-money laundering checks workIdentity checks
Time and money
Billing and invoicesHourly ratesLogging timeGetting paidTimesheet
Documents
Capture: letting Orin read documentsDocument types and confidentialityFor review, Processing, Quarantine and BinUploading and filing
Reports
AI spendDeadlinesEstimated vs actual hoursOnboarding outstandingRenewals dueTeam capacityTime analysisTimesheet complianceWork in progress
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Access control: your team, roles and permission groupsAudit logAI wallet and CapabilitiesBusiness detailsHourly rates (setup)Online payments with StripeTemplates and FormsLocations and ColoursProfile and SecurityServices and tasksTask types and Document typesWorking calendar

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Frequently asked questions
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Daily work

The screens you live in: your workspace, your capacity, and the work on your plate.

4 guides·Updated 20/10/2026

Recommended first01

Placing work with Capacity

See how loaded you are and who has room, and how Orin places hours back from a due date.

Practice2 stepsUpdated 20/10/2026Open the guide
Connecting your mailbox02Connect Microsoft 365 or Gmail, file mail to a client, and reconnect a mailbox that stops syncing.Practice4 stepsUpdated 20/10/2026Open the guideTasks, subtasks and weightage03Raise a task, break it into weighted subtasks, find it on My Workspace and work it to done.Practice6 stepsUpdated 20/10/2026Open the guideMy Workspace04Your board, your week and your calendar on one screen, and the things waiting on you.Practice3 stepsUpdated 20/10/2026Open the guide
Keep exploringGetting startedClients and engagementsAnti-money laundering checksBrowse all topics