Stop chasing customers for documents, forms, and signatures. CompletionOS collects, organizes, and reviews everything — so you don't have to.
One link. Auto-reminders. AI-powered review. You just decide.
Drag & drop or tap to upload
PDF, JPG, PNG, DOCX — up to 25MB
You need things from people. Documents, forms, approvals. Today you're doing it with email, spreadsheets, and follow-up calls. CompletionOS replaces all of that.
Emailing back and forth, receiving docs via text, fax, or in-person
One secure portal link per customer
Calling and re-emailing customers who haven't submitted
Auto-reminders until everything is in
Opening every file, reading every page, checking every field
AI reads and validates before you even look
Spreadsheets, sticky notes, or just hoping you remember
Real-time dashboard shows what's done and what's not
No clear record of who approved what and when
Approve, reject, or request corrections with full audit trail
Pick a template or build your own. Add document requests, forms, approvals — whatever you need from the customer. Attach reference files they can download.
Your customer gets a secure portal link — no login, no app download. They see exactly what’s needed and submit everything from any device.
Auto-reminders chase outstanding items. AI reviews every document upload against your business rules. You get notified only when action is needed.
Approve, reject, or request corrections with one click. The customer is notified instantly. Full audit trail of every decision.
The same work. Dramatically less time.
That's the equivalent of hiring a part-time admin — for a fraction of the cost.
Not another bloated platform. CompletionOS does one thing extremely well: get what you need from customers, fast.
Every case gets a secure link. Customers upload documents, fill forms, give approvals — all from one page. No login required.
AI reads every uploaded document, extracts key data, and checks it against your business rules. You see a summary and confidence score.
Set it and forget it. Customers get automatic reminders at your chosen frequency until everything is submitted.
Attach reference documents, instructions, or forms to any request. Customers can view and download them from their portal.
Need 3 documents, 2 forms, and an approval? One case handles it all. Mix and match request types freely.
Every action is logged. Who approved what, when, and why. Full accountability for compliance-driven industries.
CompletionOS ships with pre-built case templates for your industry. Create your first case in under 2 minutes.
Every plan includes a 14-day free trial. No credit card required.
For individual operators and small practices
For growing businesses with a small team
For organizations that need compliance & scale
Everything you need to know about CompletionOS
Create your first case in 2 minutes. Your customers get a portal link. Auto-reminders handle the follow-ups. AI reviews every submission. You just make the final call.