Resources and Guides
Explore practical guides, product overviews, and evaluation materials for TOAgen and Word-based Table of Authorities workflows.
How to use this resource library
This resource library is designed for legal professionals, law firms, and evaluators who want to understand how TOAgen works, how it fits into Microsoft Word workflows, and how it can improve the creation, review, and analysis of the Table of Authorities. These materials include product guides, workflow guides, evaluation resources, training resources, and AI-focused materials to support both early research and deeper due diligence.
Product Guides
These resources explain what TOAgen does, how the core workflow works, and what features matter most.
TOAgen Product Overview
A practical overview of what TOAgen is, what it helps legal teams do, and why it fits Word-based legal drafting.
Getting Started with TOAgen
A simple guide to the core workflow, from preparing the TOA section to marking citations and inserting the Table of Authorities.
TOAgen Feature Overview
A guided overview of TOAgen’s core features for citation marking, cleanup, navigation, TOA management, and deeper authority review.
Workflow Guides
These resources explain TOA workflows, drafting practices, and practical ways to reduce citation-related friction more clearly.
Why Build the Table of Authorities as You Draft
Explains TOAgen’s draft-as-you-go advantage and why building the TOA throughout drafting helps surface issues earlier and reduce last-minute pressure.
How TOAgen Helps Reduce Last-Minute TOA Pressure
Shows how TOAgen helps legal teams spread TOA work out, catch citation issues earlier, and reach final review with fewer surprises.
Working with PDFs and Opposing Counsel Briefs in TOAgen
Explains how TOAgen helps clean converted PDFs, review opposing counsel’s authorities, and build a more usable citation workflow from difficult source documents.
Evaluation and Due Diligence
These resources help firms evaluate compatibility, pricing, architecture, jurisdiction coverage, and migration fit.
Supported Jurisdictions in TOAgen Version 1.0
Explains TOAgen’s jurisdiction-aware citation detection, current version 1.0 jurisdiction coverage, and fallback marking outside current coverage.
Why TOAgen Stays Native to Microsoft Word
Explains why TOAgen works with Word’s native TOA system and why that Word-native approach matters for compatibility, adoption, and workflow fit.
Switching from Another TOA Tool
A practical guide for firms evaluating TOAgen against a manual Word process or another TOA product.
TOAgen Compatibility and Word for Windows Requirements
Explains the supported environment, why TOAgen is built for Word for Windows, and what that platform focus means for legal teams.
Training and Adoption
These resources show how TOAgen helps users learn the product, work more efficiently, and adopt better habits inside Word.
Built-In Training and Contextual Help in TOAgen
Explains how TOAgen reduces training burden by building help, shortcut guidance, and feature discovery directly into the workflow.
TOAgen Keyboard Shortcuts and Productivity Tips
Highlights the shortcuts, modifier-key actions, and everyday habits that help users move faster through TOA work in Word.
What to Expect in a TOAgen Demo
Explains how TOAgen demos are structured and what legal teams should expect to see in a practical first walkthrough.
AI and Authority Analysis
These resources explain how TOAgen’s AI-enabled workflows work, what they use, and how they support deeper citation-based review and strategy.
How TOAgen’s AI-Powered Authority Analysis Works
Explains how TOAgen uses citations from the completed authority set to support structured prompts, reports, and deeper authority-based analysis.
Start here
If you are new to TOAgen, a good place to start is:
TOAgen Product Overview
A quick product-level overview.
Getting Started with TOAgen
The simplest place to learn the core workflow.
Why Build the Table of Authorities as You Draft
A practical look at one of TOAgen’s biggest workflow advantages.
Need a live walkthrough?
If you would rather see TOAgen in action, request a live demo or view the demo video to see how the workflow fits inside Microsoft Word.