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How to Integrate Aderant Expert with Realaml & Run KYC/CDD Verifications

Aderant does not provide integration details directly to Realaml. Law firms must request the integration document from Aderant.

Jordan avatar
Written by Jordan
Updated over 5 months ago

Step 1: Authentication Setup

To access Aderant Expert’s APIs, authentication via Okta is required. Aderant will create a Client ID and Client Secret in Okta, along with an associated employee record in Expert with API access.

Requesting a Token:

  • Obtain Client ID and Client Secret from Aderant.

  • Use the following URL to request a token:
    ​Okta Token Request Guide

  • Separate credentials are required for PROD and TEST environments.

Okta Credentials Format:

  • Tenant ID: [To be provided by Aderant]

  • Okta Org URL: [To be provided by Aderant]

Step 2: API Access & Endpoints

Aderant provides API endpoints for Client and Matter data. Access requires a Windows account with Expert system permissions.
​

Swagger API Documentation:

  • TEST Environment: [Your firm's Aderant test API URL]

  • PROD Environment: [Your firm's Aderant production API URL]

Important Notes

✅ Law firms must request integration details directly from Aderant.
✅ Access requires Okta authentication and an employee record in Aderant Expert.
✅ API permissions must be configured within Aderant for the integration to function properly.

🔹 Aderant should provide a document containing the information above, titled:
​"Aderant Expert Integration Guide for [Your Firm's Name]”

For further assistance, law firms should contact Aderant support directly.

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