LimiceliaPORTAL Practice Practice
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AI Console
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Dashboard
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Pipeline
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◈ Pipeline
Proposals & SOWs
Active Clients
◉ Past Client Portfolio
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Tasks
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Service Lab
What you offer, what you're testing, what you're learning.
Research
Signals, synthesis, and target organizations.
◉ Recent Market Signals
⬡ Synthesis
◈ Target Orgs
Sessions
All meetings — filter, add notes, hide past events.
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Session Log —
Internal · BizOps
Client · External
Finance
Know your numbers — what you charge, what it costs, and whether it adds up.
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Contracted
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Invoiced
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Collected
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Pod Costs
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Margin
Rate Calculator
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Client budget
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Cost Breakdown
Line Item Qty Unit Rate (mid) Low High
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Low
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Mid
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High
Parameters
Rate Reference
EngagementRangeDurationNotes
Discovery Phase$6,000–12,0004–8 weeksFixed price; both practitioners
Transformation$18,000–40,0003–12 monthsScoped by hours; both typical
Long Arc$3,500–6,000/mo12+ monthsMonthly retainer
Workshop / Day Rate$2,200–4,500/day1–3 daysIncludes prep + debrief
Hourly$275–375/hrDirect billingPer practitioner
Business Model Detail
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Admin
Superadmin only — manage who has access and what they can do.
User Management shows everyone with portal access and lets you invite new members by email. Access Control sets role-level permissions — what each role (viewer, advisor, partner, superadmin) can see and do across the portal. Changes take effect immediately.
User Management
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Invite someone to the portal
Sends via your Gmail · role is set before they arrive

⊕ To change an existing user's role: cd scripts && node set-claims.js or update firestoreRole directly in Firestore.

Access Control ▾
AI Provider ▾
Features
Toggle fully-shipped features on or off for the whole portal.
Intelligence
Market signals organized by domain. Events, conferences, and RFPs tracked alongside.
◉ News Feed
RFP Intel
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★ Events
Org World Model
Cross-collection patterns surfaced automatically. Signals you did not go looking for.
Client Outcomes
Delivery Pods
Build and manage delivery teams for active engagements.
Outreach Library
◎ Field Guides ↗
Templates, sequences, and field guide references — all visible at once.
◎ Field Guides Open portal ↗
— ↗ Portal
⇢ Common Flows
Client Org
Standard Outreach
  • Day 0 — Initial Outreach
  • Day 7 — Follow-up (Warm)
  • Day 14 — Soft close
Partner
Peer Introduction
  • Day 0 — Initial Outreach
  • Day 10 — Follow-up (Warm)
Post-Call
Follow-Through
  • Day 0 — Post-Call Note
  • Day 5 — Log in Sessions
Thought Leader
Peer → Practitioner
  • Day 0 — Thought Leader Intro
  • Day 14 — Follow-up (Warm)
✉ Templates
AI Diary
Saved AI chat sessions — your thinking out loud, captured.
▲ Past Clients
Every engagement, cohort, and collaboration that shaped the practice.
◐ Read Eras →
Step 1 of 5
Who was the call with?
Select a contact or type a name.
Step 1 of 2 — Client context
Build a client proposal
Add context and we'll assemble a formatted document you can send or print.
Engagement closed — Won 🎉
Close checklist
Run through these before you move on.
0 of 4 complete
Step 1 of 2 — Engagement terms
Draft a Statement of Work
Pre-filled from the proposal. Review and complete the engagement terms.
Step 1 of 5
When was this session?
Set the context before capturing what happened.
Step 1 of 5
Let's set up your business model
We'll walk through your team, revenue goals, and costs — step by step.
BK + Carol Working Session
Capture updates, what to try, decisions, and what you're learning — in real time.
Panel
✓ Saved