What to Expect in a TOAgen Demo
A practical overview of how TOAgen demos are structured and what legal teams can expect to see.
A TOAgen demo is designed to show legal teams how the product improves the Table of Authorities workflow inside Microsoft Word. The goal is not to overwhelm you with every feature or turn the session into a training class. The goal is to walk through the most practical parts of the workflow, show how TOAgen addresses real TOA pain points, and help you evaluate whether it fits the way your team already works.
Typical demo
1. We begin with your TOA pain point
The demo begins with the pain point most relevant to your team. In many cases, this comes from the information gathered before the demo. Common pain points include:
- the TOA takes too long
- TOA work becomes painful at the end of drafting
- there is too much cleanup and too little trust in the final TOA
- the process is too manual
- the workflow is hard to learn or hard to teach
- the current TOA tool feels heavy or foreign
- reviewing opposing counsel’s authorities is difficult
- the team wants more strategic value from the authority set
- dissatisfaction with the current TOA vendor, product experience, or support responsiveness
Some firms are not just frustrated with the workflow. They are frustrated with the vendor relationship itself. In those cases, the pain point may include poor support, low responsiveness, weak trust, or a clear decision not to renew the current subscription.
The purpose of this part of the demo is to make sure the workflow discussion starts with the real problem your team wants to solve.
Early in the demo, we show how TOAgen fits into Microsoft Word and reinforce that it uses Word’s native TOA framework. This is an important part of TOAgen’s value. It helps keep the workflow familiar, supports compatibility, and reduces the training burden that often comes with more foreign or heavier approaches.
2. We walk through the core workflow
The heart of the demo is the core TOAgen workflow. This typically includes:
- Add TOA Section
- a brief mention that a short-cite review exists before marking
- Mark All Citations
- Goto TOA
- Insert TOA
This part of the demo is designed to show the quickest path from a working draft to a usable Table of Authorities inside Microsoft Word.
3. We show cleanup, control, and refinement during drafting
After the core workflow, the demo typically shows how TOAgen helps legal teams clean up and refine the authority set.
This usually includes:
- Unify Multi-parts
- Unify Citations
- Edit Long Citation
This part of the demo shows that TOAgen does more than automate marking. It also gives users practical tools to improve citation quality and refine the TOA as the document evolves.
4. We show one advanced differentiator
The demo then highlights one advanced capability that shows how TOAgen goes beyond basic TOA creation. In many cases, this is Create TOA Draft. This feature makes it easier to extract a cleaner list of authorities for review and can support outside citation verification through tools such as Westlaw or LexisNexis. Depending on your workflow, a different advanced capability may be shown if it is more relevant to your team.
5. We close with adoption, support, and questions
The final part of the demo focuses on ease of adoption and next steps. This includes a short discussion of built-in help, contextual guidance, shortcut support, and the lower training burden that comes from staying close to Word’s native TOA framework. Time is also reserved for questions, follow-up discussions, and any additional areas your team wants to explore.
What the demo is designed to help you evaluate
A TOAgen demo is designed to help your team evaluate:
- how practical the workflow feels inside Microsoft Word
- how much time TOAgen can save during citation marking and cleanup
- how easily attorneys and support staff can adopt the product
- how TOAgen handles real-world citation issues
- whether the product fits your current TOA process better than your existing workflow
What the demo is not
The initial demo is not intended to cover every feature or every edge case in the product. It is also not meant to function as a full training session. The purpose is to give your team a clear, practical, and relevant view of how TOAgen works and how it may improve your current workflow.
A practical next step
If your team regularly prepares briefs, pleadings, motions, or other citation-heavy filings in Microsoft Word, a TOAgen demo is a practical way to see whether a more efficient and more reliable TOA workflow fits your environment.
Conclusion
A TOAgen demo is structured to be practical, focused, and relevant to real legal workflows. It begins with the pain point that matters most to your team, walks through the core workflow, highlights cleanup and control, shows one advanced differentiator, and closes with adoption, support, and discussion. The goal is simple: help your team decide whether TOAgen is the right fit for the way you already work.