Custom Services
Define the Services Unique to Your Firm. Create and manage firm-specific service offerings with descriptions, categories, and pricing context.
Service Orders · from the product
Why firms use it.
Sell your way
Define services unique to your firm.
Organized
Categories and descriptions keep the catalog clear.
Pricing context
Staff see how each service is priced.
Create a service
Add a name, description and category.
Questions
Yes, if you publish them to the portal.
More in Compliance & Security.
App Marketplace
Discover Services and Extensions for Your Firm. Browse available apps and service workflows from a centralized marketplace inside ZentroBiz.
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Audit Logs
Keep a Traceable Record of Firm Activity. Give authorized staff a searchable audit view of supported actions and changes across the tenant workspace.
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Business Formation
Manage LLC and Corp formations with per-state requirements, fees, task tracking, and document collection — pre-configured for all 50 states.
Learn more ›See Custom Services in your firm.
A 20-minute demo tailored to your workflow, or start a 14-day trial. Submitting a request does not charge a card.