ThroughCase
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An operator that does the busywork — on your terms

ThroughCase pairs an agentic capture-and-draft workflow with a dashboard where your structured records live. The agent proposes; you decide.

How the workflow works

Step 1

Capture
Drop in documents — PDFs, Word files, plain text and Markdown, photos of paperwork straight from your phone, spreadsheets (.xlsx, .csv), saved email files (.eml, .msg), contact cards (.vcf) and calendar files (.ics) — or describe what's happening in plain language. There is no rigid intake form to fight; the agent meets your inputs where they are.

Step 2

The agent drafts
Your AI operator reads each input and proposes structured records: cases, deadlines, contacts, notes, and document attachments — each as a reviewable draft, never an automatic write.

Step 3

Human approval
Every proposed action waits in the Agent Inbox. A person approves or rejects it before anything becomes part of the record. Nothing happens behind your back.

Step 4

Organized records
Approved drafts become first-class records — cases with timelines, linked contacts, deadlines, and attached evidence — organized the way your team actually works.

Built for real, durable case work

Speed from the agent, confidence from the system underneath it.

Retrieval & search
Find any case, contact, document, or deadline fast, and see the cases whose content most closely matches the one you're on. The agent can retrieve and reason over your records to answer questions and surface what matters next.
Provenance you can trust
Every record traces back to the input that created it and the person who approved it. You always know where a fact came from and who signed off.
Multi-tenant security
Strict tenant isolation keeps each organization's data fully separated. Access is scoped per organization with auditable controls at every layer.

More of the work, handled

Included in the free trial and in the paid plan alike.

Assistant
Ask in plain language. The assistant finds cases, summarizes documents, and proposes deadlines, contacts, and more — every proposal goes to the Inbox for approval.
Bulk runs
Run one operation across every case marked Open, watch it work, then review what it proposes.
Spreadsheet import
Bring existing cases, contacts, and deadlines in from an .xlsx or .csv file: map the columns, preview the rows, then approve the import.
Deadline reminders
Reminders go out ahead of each deadline, at the intervals you pick: a card in every member's Inbox, plus an email each member can turn off.
Reports
Caseload, deadline, and team-activity reports over the period you choose, with a CSV download of every table.
Public updates
The agent can draft a public update. Once it is approved, an admin publishes it to its own public page.

See how it works with your own inputs

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