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Oris Work

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

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Resources

Free tools, templates, and guides for businesses that take operations seriously.

Built by the Oris Work team. Used by thousands of businesses before they even sign up.

AllOperationsProfessional ServicesIndustry GuidesRegulatory
OperationsXLSX

The Business Tool Audit Template

Step-by-step framework for auditing your current SaaS stack. Identify overlaps, gaps, and consolidation opportunities.

OperationsPDFFree

Client Portal Readiness Checklist

18-item checklist: is your business ready to offer clients a self-service portal?

Download free
OperationsPDF

Business OS Buyer's Guide 2025-26

Comprehensive guide to evaluating business management platforms. Feature checklist, questions to ask vendors.

OperationsPDF

WhatsApp Business API Setup Guide

What the official Meta WhatsApp Business API requires, how to apply, what it costs, and how to integrate.

Professional ServicesZIP

CA Firm Operations Template Pack

Client Engagement Register (Excel), Compliance Calendar Master (Excel), Engagement Letter base template (DOCX).

Professional ServicesPDF

Consulting Firm Project Management Guide

How to manage client engagements, track utilisation, and bill accurately. For boutique consulting firms.

Professional ServicesPDF

Law Firm Matter Management Basics

How to structure a matter management system. Stages, documents, time billing, and client communication.

Industry GuidesXLSXFree

Restaurant Operations Checklist

Daily, weekly, and monthly operations checklists for restaurant managers. Customisable.

Download free
Industry GuidesPDF

Clinic Patient Journey Map

Template for mapping the patient journey from booking to discharge to follow-up.

Industry GuidesXLSX

Real Estate Deal Tracker

Pre-built tracker for property deals: lead source, property, stage, site visits, commission.

Industry GuidesXLSXFree

Property Listing Database Template

Structured template for property inventory: type, location, price, RERA, status.

Download free
RegulatoryPDFFree

GST Compliance Calendar 2025-26

Month-by-month GST filing deadlines for Indian businesses. GSTR-1, GSTR-3B, annual return.

Download free
RegulatoryPDF

DPDP Act 2023 - SME Compliance Checklist

16-item checklist for Indian businesses: what the Digital Personal Data Protection Act requires.

RegulatoryPDF

India Labour Code Summary

Plain-English summary of the four consolidated Labour Codes. What changes for your business.