Popluck for professional services
Clients, engagements, and retainers — in order.
A clean client book, invoices that get paid, and the discipline of an audit trail under everything.
Built for how you work
The parts of the day Popluck takes off your plate.
One book of business
Companies and the people inside them, referral sources, engagement notes — shared by the team, permissioned by role.
Retainers that arrive on time
Quarterly retainer invoices with due dates, visible aging, and payments that reconcile to the ledger.
Confidentiality, enforced
Sensitive client notes live behind a dedicated permission, and every access-relevant change is audited.
Not a mockup
This is Atlas Advisory, running on Popluck.
Atlas Advisory — a demo consultancy with clients, engagements, and retainer invoices.
- Sessions and meetings scheduled against real availability
- Custom roles for partners, associates, and back office
- Projects, time, and client portals arriving in later phases
“The audit log sold me. When a client asks who changed what and when, I have an answer instead of a shrug.”
JH
June HargroveManaging Partner, Atlas Advisory
Fair questions
Is this a full practice-management suite?
It's the operating core: clients, scheduling, invoicing, team. Projects, time, and portals are on the published roadmap.
Can I limit what associates see?
Yes — the permission matrix goes down to sensitive notes and financial actions.
More industries
Professional services run on Popluck in an afternoon.
Answer a few questions, get a workspace that speaks in clients, invite the team.
Create your workspaceLifestyle photography is illustrative. Product screenshots are real captures from Popluck demo workspaces.