Review Less.
Decide Faster.

CompletionOS helps businesses collect customer requirements, review submissions using AI, validate them against business rules, and prepare everything for human approval.

AI does the review. You make the decision.

Human Approval Required Secure Customer Portal AI-Assisted Review No AI Prompt Writing No Technical Setup
Mortgage Application
Progress6 of 8 Complete — 75%
Outstanding Items
Employment Letter
Insurance Certificate
Insurance CertificateLooks Complete
Coverage ✓
Expiry ✓
Named Insured ✓

Stop Spending Hours Reviewing Customer Documents

AI Reviews Every Submission

AI opens documents, extracts information and prepares a review summary.

Human Decisions Stay Human

CompletionOS never approves documents. You always decide.

Built-in Business Rules

Every submission is checked against your predefined business rules.

Customer Portal Included

Customers submit everything through one secure portal.

How It Works

1

Create a Case

Choose one of the built-in Case Templates. Mortgage Application, Employee Onboarding, Volunteer Application, and more.

2

Customer Completes Requests

CompletionOS sends a secure customer portal. Customer uploads documents, answers questions and completes approvals.

3

AI Reviews Documents

Only document requests are reviewed by AI. AI extracts information. The Rule Engine validates.

4

You Decide

Approve, Reject, or Request Correction. CompletionOS automatically updates Case progress.

Stop Wasting Time on Manual Reviews

See how much time businesses save with CompletionOS.

Manual Document Review
45 min1 min 42s
96% time saved
Customer Follow-ups
3 hours0 min
100% time saved
Case Status Tracking
30 min/day0 min
100% time saved
Document Collection
2-5 daysSame day
80% time saved
12+ hours
saved per week on average for businesses using CompletionOS

Your Dashboard

128
Active Cases
9
Needs Review
24
Completed Today
1m 42s
Avg Review Time
CustomerCaseProgressStatus
John SmithMortgage Application75%Needs Review
ABC LtdCorporate Tax Return100%Completed
Mary JonesEmployee Onboarding50%Waiting

Built For Your Industry

CompletionOS ships with industry-specific Case Templates so you can start immediately.

Accountants

  • Personal Tax Return
  • Corporate Tax Return

Law Firms

  • Family Law Matter
  • Real Estate Closing

Mortgage Brokers

  • Mortgage Application
  • Mortgage Renewal

Insurance Brokers

  • Commercial Insurance
  • Home Insurance

Contractors

  • Residential Renovation
  • HVAC Installation

Property Managers

  • New Tenant
  • Lease Renewal

Churches

  • New Member
  • Volunteer Application
  • Child Check-In

Healthcare

  • New Patient
  • Specialist Referral

HR

  • Employee Onboarding
  • Employee Offboarding

Consultants

  • New Client
  • Project Kickoff

Marketing Agencies

  • New Marketing Client
  • Website Project

Daycares

  • Child Enrollment
  • After School Registration

Simple Pricing

Starter

$29/mo
  • 1 User
  • 100 AI Reviews/month
  • 10 Review Templates
  • Customer Portal
  • AI Review Engine
  • Email Notifications
Start Free
Most Popular

Professional

$79/mo
  • 5 Users
  • Unlimited AI Reviews
  • Unlimited Templates
  • Request Corrections
  • Priority AI Processing
  • Everything in Starter
Start Free

Business

$179/mo
  • Unlimited Users
  • Departments
  • Custom Branding
  • Audit Logs
  • Priority Support
  • Everything in Professional
Start Free

Frequently Asked Questions

Does AI approve documents?

No. Only your team can approve documents.

Does AI make legal decisions?

Never. AI extracts information. Your business rules evaluate it. You decide.

Can customers upload documents from phones?

Yes. The Customer Portal works on desktop, tablet and mobile.

Do customers need an account?

No. They receive a secure upload link.

Can I customize Review Templates?

Custom review templates are on our roadmap. Currently, CompletionOS includes a comprehensive set of built-in templates that cover most use cases.

Can I create my own Case Templates?

CompletionOS includes built-in Case Templates for every supported industry. Custom Case Templates are planned for a future release.

Is my data encrypted?

Yes. All uploaded documents are encrypted in transit and at rest.

Spend Less Time Reviewing Documents.

CompletionOS helps you collect customer requirements, review submissions in seconds and make faster business decisions.