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

This guide outlines the information required from Aderant and the steps to enable the integration between Aderant Expert and Realaml.

Jordan avatar
Written by Jordan
Updated over 2 weeks ago

1. Information Required from Aderant

To set up the integration, please request the following details directly from Aderant and share them with our team:

  1. OAuth URL (for authentication)

  2. Client ID

  3. Client Secret

  4. API URL for the QueryService

  5. Swagger API Documentation

Tip: Aderant typically provides these details in a document titled:
"Aderant Expert Integration Guide for [Your Firm's Name]"


2. Authentication via Okta

Aderant Expert’s APIs require authentication through Okta.

  • Aderant will create a Client ID and Client Secret in Okta.

  • They will also set up an employee record in Expert with API access.

  • You will need to provide us with:

    • The OAuth URL

    • The Client ID and Client Secret

    • The Okta Org URL and Tenant ID (both provided by Aderant)


3. API Access & Endpoints

  • Aderant’s QueryService API provides access to client and matter data.

  • Access requires:

    • A Windows account with Expert system permissions

    • API permissions configured within Aderant Expert


4. Environment Setup

  • Separate credentials are required for PROD and TEST environments.

  • Aderant will provide:

    • PROD API endpoint URL and PROD credentials

    • TEST API endpoint URL and TEST credentials


5. Important Notes

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

  • All integration details must be obtained directly from Aderant.

  • API permissions must be correctly configured within Aderant Expert.


Need help?
For any questions or troubleshooting, please contact Aderant or Realaml Support.

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