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Oris Work
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Oris Work

CRM, projects, communication, and client portal - unified in one workspace by Oris Work.

India

Product

  • Features
  • Pricing
  • CRM & Pipeline
  • Project Management
  • Team Chat
  • Client Portal
  • Integrations
  • Custom Objects

Industries

  • Professional Services
  • Restaurants & F&B
  • Healthcare & Clinics
  • Real Estate
  • Universal

Compare

  • vs Zoho One
  • vs Perfex CRM
  • vs Bigin by Zoho
  • Tally Integration

Resources

  • Documentation
  • API Reference
  • Blog
  • Resources
  • Help Center

Company

  • About
  • Careers
  • Contact
  • Privacy Policy
  • Terms of Service
  • Cookie Policy

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← All docs

Getting Started

  • Quick Start Guide
  • Finding Your Way Around
  • Inviting & Managing Team Members
  • Your First-Day Checklist
  • Roles and Permissions
  • Custom Roles
  • Switching Between Organisations
  • Sessions and Staying Signed In

Clients & Contacts

  • Adding a Client
  • Importing Clients from a CSV
  • Merging Duplicate Records
  • Client Groups
  • Client Services Card and Turning a Service On
  • Do Not Chase: Pausing Automated Reminders

CRM

  • Contacts & Companies
  • Deals & Sales Pipeline
  • Lead Management
  • Workflow Blueprints: gating deal stages
  • Deal Automation: rules that act on deals

Invoicing & Money

  • Invoicing
  • Payments & Receipts
  • Setting Invoice Due Dates
  • Estimates and Proposals
  • Payment Links
  • Overdue Reminders and Dunning
  • Recurring Invoices and Retainers
  • Vendor Bills
  • E-way Bills
  • GST Basics in Oris Work
  • Cash Alerts: Emails When Cash Needs Attention

Practice Management

  • Client Engagements
  • Client Portal
  • Weekly Owner Digest Email
  • Tasks: Create, Assign and Track Work
  • Timesheets: Submit, Approve and Lock
  • Time Budgets Report
  • Notices and the Notice Reply Service
  • Compliance Calendar
  • Document Requests
  • Sign-off Pipeline: Partner, Client, Filed

Communication

  • WhatsApp inbox setup
  • Linking a WhatsApp line by QR code
  • WhatsApp logged out or disconnected
  • Auto-link WhatsApp numbers to clients
  • Email setup
  • Team chat basics
  • Threads, mentions and reactions in chat
  • Files, search, pins and saved messages in chat
  • Messaging AI bots in chat
  • Client chat
  • Messaging numbers: official numbers and linked WhatsApp lines

Reputation

  • Requesting reviews
  • How review ratings are routed

Growth

  • Lead routing and the first-response SLA
  • Segments
  • Campaigns basics

AI

  • Oris AI assistant
  • AI bots and their approval gate

Projects

  • Project Management

Modules

  • Payroll with PeopleOS
  • Books Module (ThynkBooks)
  • Tax Module (ThynkTax)
  • Audit Module (ThynkAudit)
  • Filings Module (ThynkFile)

Integrations & API

  • Accounting Connectors
  • REST API Overview
  • Integrations Health: Know When a Connection Stops Working

Security & Privacy

  • Data Encryption and PAN Handling
  • DPDP Consent and the PII Access Log
  • How Workspaces Are Kept Separate
  • Exporting Your Data

Troubleshooting & FAQ

  • "Too many requests" or "Rate limit exceeded"
  • "Reset token is invalid or expired"
  • "Your session expired"
  • WhatsApp Messages Are Not Coming In
  • Review Link Shows "404 Not Found"
  • "This may already exist" Duplicate Warnings

For your clients

  • Signing in to your client portal
  • Setting a password from your link
  • Messages with attachments
  • Paying your invoices online
  • Signing documents online
  • Leaving a review
Docs/Practice Management/Weekly Owner Digest Email

Weekly Owner Digest Email

An opt-in Monday email that repeats the owner dashboard: money, this week's tiles, deadlines, leads and highlights.


What it is

Once a week, Oris Work can email the people who run the firm a short summary of the owner dashboard: cash collected in the last 7 days (net of GST) against the 7 days before, outstanding and overdue receivables now against the previous digest, invoices raised, the "This week" tiles for the week ahead, the top five overdue clients, deadlines overdue and due in the next 7 days, new leads and follow-ups due, and three to five highlights from the activity feed. Every number comes from the same calculations as the dashboard, so the email never disagrees with the screen, and every block links to the page that shows the same figure.

It is off by default

Nothing is sent until an admin turns it on under Settings → Weekly digest. Choose the day and hour (firm time, Asia/Kolkata) and tick the admins and managers who should receive it. If nobody is ticked when you switch it on, every admin is added. Save, then use Preview to see this week's email with your real data, or "Send a test to me" to receive it in your own inbox (three tests an hour).

Who sees money

Money figures (collected, outstanding, overdue, top overdue clients, cash due, WIP) are included only for recipients whose role can see firm-wide finance, the same rule as the dashboard. Other recipients get the work blocks: filings, overdue work, approvals waiting on them, leads, follow-ups, deadlines and highlights.

When it arrives

The digest is checked hourly. It goes out on the chosen day once the firm's local time has reached the chosen hour, so a digest set for 08:00 typically arrives between 08:00 and about 09:10. Each recipient receives one digest per week; if a send fails it is retried later the same day. A quiet week (nothing due, nothing overdue, nothing collected) is still sent and says so.

Stopping it

  • Any recipient can click "Stop these emails" in the footer. The link needs no login and only affects that person; the admin sees them marked Unsubscribed and can add them back.
  • An admin can untick a recipient, or switch the digest off for the whole firm.
  • "vs last week" for receivables compares with the figures the previous digest reported, so the first digest says the comparison starts next week.

Related guides

Quick Start Guide

Get your Oris Work workspace set up in under 10 minutes.

Invoicing

Create, send, and track GST-compliant invoices.