<img height="1" width="1" style="display:none;" alt="" src="https://px.ads.linkedin.com/collect/?pid=6766292&amp;fmt=gif">
Skip to content

KINETIC FOR PROFESSIONAL SERVICES

Bill Brilliantly While Building Better

Your expertise drives revenue, but your systems drain it. Partners track time in spreadsheets while projects drift past deadlines. Client portals feel disconnected. Resource allocation becomes guesswork. Billing reconciliation consumes days that should generate dollars.

Kinetic orchestrates your entire service ecosystem—from intake to invoice—transforming operational friction into competitive advantage without replacing the tools your teams already know.

Request a Demo See Platform Overview

THE CHALLENGE

What's Slowing Professional Services Down

Healthcare organizations don't lack technology. They lack orchestration. It's time to connect every department, system, and workflow into unified care delivery.

overtime-1

Billable hours bleed through broken processes

Consultants waste time navigating disconnected systems. Every minute spent searching for project codes or chasing approvals is revenue lost forever.

transfer-between-users-1

Resource allocation remains reactive, not strategic

Who's available? What's their utilization? Which projects need help? Without real-time visibility across teams and offices, you're managing blind while margins shrink.

management

Client expectations escalate exponentially

They demand transparency, instant updates, and seamless collaboration. Meanwhile, your client portal is three logins deep and updates require manual effort.

profit-presentation

Project profitability stays mysterious until month-end

Time tracking lives separate from expenses. Project budgets disconnect from actuals. By the time you spot overruns, it's too late to course-correct.

person-growth

Scaling services means multiplying manual work

Every new client requires custom onboarding. Each project needs unique workflows. Growth becomes painful when processes don't scale.

OUR APPROACH

Orchestration That Connects Every Part of Care Delivery

Kinetic unifies your service delivery ecosystem without disruption. We orchestrate seamless workflows across CRM, PSA, billing, and project tools, creating experiences that delight clients while empowering consultants. No massive migrations, no learning curves—just immediate operational excellence.

What orchestration delivers for your firm:

checkmark
Unified client portals providing real-time project visibility and collaboration
checkmark
Automated resource allocation based on skills, availability, and profitability
checkmark
Integrated time and expense capture flowing directly to billing
checkmark
Seamless data flow between business development, delivery, and finance
kd-dashboard-self_services

THE PLATFORM

What Powers It All

While powerful on its own, the true magic of our Forms component emerges when integrated with the broader Kinetic Experience Platform. Combine Forms with Workflows, Integrator, and Dev Tools to create a digital powerhouse that transforms every interaction into an opportunity for insight and innovation.

list-check-icon

Experience Layer

One Portal for Every Engagement
Create branded client experiences that showcase your expertise. Partners access everything through intuitive interfaces. Clients collaborate without confusion. Your firm's professionalism shines through every interaction while complexity stays hidden beneath.

Workflows

Agility Layer

Workflows That Match Your Methodology
Whether you follow Agile, Waterfall, or proprietary frameworks, build processes that reflect how you actually work. From opportunity to invoice, deploy engagement workflows in days, not quarters. Scale successful patterns across practices instantly.

network-icon

Connectivity Layer

Unite Your Service Stack
Connect Salesforce, NetSuite, Workday, Jira, Monday.com—whatever drives your business. Time entries flow to invoices automatically. Project updates sync everywhere. Your existing investments finally work as one.

shield-icon

Governance Layer

Control Without Constraints
SOC 2 compliance automated. Client data segregated. Approval chains enforced. Audit trails complete. Maintain security and compliance without sacrificing the agility that wins deals.

Real Results for Professional Services Leaders

clock-icon

25%

Up to 25% increase in billable utilization

code-icon

2-3X

Up to 2-3X improvement in resource visibility

shield-icon

30%

Up to 30% faster project delivery through automation

When professional services firms implement Kinetic, they transform fragmented operations into orchestrated excellence.

Case_study_highlight_proservices

Consultants spend more time consulting. Projects stay profitable. Clients become advocates. The compound effect creates sustainable competitive advantage in markets where efficiency determines winners.

Ready to Reimagine Service Excellence?

Professional services succeed through expertise and efficiency. Kinetic provides the orchestration layer that transforms your operational foundation while preserving what makes your firm unique. Unite talent with technology. Convert complexity into competitive advantage. Create the service experience your expertise deserves.

Request a Demo Explore the Platform
footer-cta