Product Roadmap

Where CompleteFlow is heading.

The next chapters for governed AI over your own documents — connected knowledge, entity intelligence, an agent-building platform, and a self-service on-ramp.

Talk to us See the platform

This roadmap is directional — shared to show where we’re going, not a commitment to deliver any particular capability on any particular date. Priorities shift as we learn from the teams we work with.

Live today

The foundation everything below is built on.

Document vaults & hybrid search

Bring your documents into governed, searchable vaults with semantic + keyword retrieval.

Visual workflow automation

Compose multi-step agents and document workflows on a graph-based engine with human review gates.

Chat over your documents

Ask questions and run workflows conversationally — grounded in your own material.

Grounded citations

Every claim traces back to a highlighted passage in the source document.

Microsoft 365 native

SharePoint & OneDrive import, Teams, and a Copilot agent — inside the tools your teams already use.

Your models, your tenancy

Bring your own LLM keys, per-tenant model choice, isolation, and metered usage.

Now building

Turning analysis into partner-ready output, and making trust measurable.

Deliverables

Risk-categorised chronologies

Structured risk flags plus automatic detection of contradictions and omissions across a document set.

Deliverables

Board-ready export

One-click Word, Excel and PDF — branded, with citations carried through.

Review

Interactive review surface

Visual timelines, live filtering, and deep-links straight to the source passage.

Microsoft 365

One-click SharePoint sync

Keep vaults current as your source documents change — with read-only safety.

Collaboration

Proactive alerts

A message in Teams the moment a run finds something that needs your attention.

Trust

Citation-integrity dashboard

A measured grounding score for every output — trust you can see, not just claim.

Connecting the corpus, understanding the entities inside it, and letting anyone build.

Connected Knowledge

Knowledge graph over your documents

Resolve people, companies and matters across every document and link them into a navigable graph.

Connected Knowledge

Automatic tagging & classification

Tag and classify documents automatically, aligned to your firm’s own taxonomy and information architecture.

Entity Intelligence

Company & ownership intelligence

Corporate structures, ultimate beneficial ownership, and sanctions / PEP screening from documents and registries.

Agents

Build agents in plain language

Describe a workflow the way you’d brief a colleague — plus a library of ready-made templates.

Review

Tabular review at scale

Thousands of documents as rows, your questions as columns, every cell cited.

Deliverables

Playbook redlining

Tracked changes in Word, grounded in your own precedents and preferred positions.

Connected Knowledge

Open to your AI tools

A governed connector so your other AI assistants can reason over your vaults — without exports.

On the horizon

Self-service, autonomous research, and the governance regulated teams are asked to prove.

Self-serve

Sign up and start

Self-service onboarding and usage-based plans — no procurement cycle to see value.

Agents

Deep research agent

A planned, multi-step researcher that reads across your vaults and writes a fully-cited report.

Agents

Monitors

Watch a matter, entity, or regulation and get alerted when something changes.

Microsoft 365

Word & Outlook add-ins

Draft, cite and review without leaving the document or the inbox.

Collaboration

Client workspaces

Share deliverables and workflows to clients through secure, branded spaces.

Trust

Governance & audit exports

Evidence packs mapping to the EU AI Act and ISO 42001 — traceable model, source and reviewer.

Agents

Voice intake

Dictate an instruction and get back a grounded, cited first draft.

Want something on this list sooner?

We build alongside the firms we work with. Tell us what matters to your team and we’ll show you what’s already possible today.

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