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Aderant Integration Guide

Aderant integrates with enterprise systems primarily through product-specific APIs for legal clients, matters, time, billing, and financial data.

Aderant integration options at a glance

Aderant provides developer resources for product APIs supporting legal practice-management data such as Clients, Matters, Time Entries, Bills, Invoices, and Payments. REST API availability, endpoint operations, authentication, pagination, and tenant access must be confirmed for the specific Aderant product and deployment. A general webhook catalog, GraphQL API, SOAP API, bulk API, and attachment API were not verified. Martini can consume documented Aderant REST endpoints, expose controlled APIs for downstream applications, run scheduled incremental synchronization where callbacks are unavailable, and map or validate data before writing to target systems. Credentials and tenant configuration should be stored as environment-specific secrets.

Integration pointSupported by Aderant?Common use casesHow Martini supports it
REST APIsYesAderant provides developer resources for product APIs that may support Clients, Matters, Time Entries, billing, payments, and reference data. Product, version, endpoint operations, and deployment access must be confirmed.Martini can consume documented REST endpoints, transform payloads, apply business rules, and write results to other systems or expose them through a Martini API.
AuthenticationNot confirmedAuthentication is product- and deployment-specific. OAuth 2.0, API keys, client credentials, and other methods should not be assumed without Aderant documentation.Martini can use the confirmed authentication method and store tokens, keys, endpoint settings, and tenant configuration in environment-specific secrets.
Webhooks / outbound callbacksNot confirmedNo general Aderant webhook framework or complete event catalog was verified. Callback coverage must be assessed for each required object and event.If supported by the applicable product, Martini can receive callbacks through an API or webhook workflow; otherwise it can use scheduled polling.
Bulk / async / batch APIsNot confirmedNo general-purpose public bulk or asynchronous API was verified. Product-specific batch behavior or scheduled exports requires confirmation.Martini can orchestrate page-based or scheduled processing and maintain checkpoints, but should not assume a vendor bulk endpoint.
File / attachment APIsNot confirmedAderant has document- and billing-related products, but a general attachment API was not verified.Martini can process files when a supported Aderant file interface is confirmed, while keeping document-content transfer separate from matter metadata workflows.
Database / analytics accessNot confirmedDirect database, reporting-view, replica, or warehouse access depends on deployment and authorization and should not be assumed.Where explicitly authorized, Martini can use JDBC-based workflows for controlled reads; API integration remains preferable for transactional updates.
GraphQL APIsNot confirmedNo official Aderant GraphQL API was verified in the supplied research.Martini should use confirmed Aderant REST endpoints rather than assuming GraphQL availability.
SOAP APIsNot confirmedOlder or product-specific web services may exist, but current official Aderant SOAP support was not verified.Martini can consume SOAP services if Aderant documents them for the target deployment, but SOAP should not be selected without confirmation.

How Aderant exposes data and business events

Aderant REST APIs

Aderant provides an official developer portal for product APIs. The available resources, operations, object names, pagination rules, authentication, and tenant permissions must be confirmed for the applicable Aderant product and release.

Martini implementation pattern

Martini implementation pattern: Martini consumes the documented Aderant REST endpoint from a workflow, authenticates with environment-specific configuration, retrieves or submits the required object, maps the response to a canonical model, and writes the result to downstream systems or returns it through a Martini API.

Implementation sequence

Confirm the Aderant product, API version, base URL, and permissions
Configure the documented authentication method in Martini secrets
Call the Aderant REST endpoint
Process pagination or response metadata
Validate and map the returned object
Write the result to the target system and store a checkpoint

Scheduled Aderant synchronization

Because a general webhook and event catalog was not verified, scheduled polling may be required for incremental synchronization. The applicable API must support a usable timestamp, version, status, or equivalent change indicator.

Martini implementation pattern

Martini implementation pattern: a scheduler starts a workflow, the workflow retrieves changed Aderant objects in pages, applies an overlap window and checkpoint, upserts downstream records, and records failures for retry or reconciliation.

Implementation sequence

Start the workflow on a controlled schedule
Read the last successful synchronization checkpoint
Retrieve changed Aderant objects using confirmed filters
Process each page or batch successfully
Upsert target records using stable external identifiers
Persist the checkpoint after successful processing

Aderant callbacks or notifications

No general Aderant webhook framework was verified. If the target product documents callbacks for selected objects or events, coverage and delivery behavior must be confirmed event by event.

Martini implementation pattern

Martini implementation pattern: Martini exposes a controlled API endpoint to receive a supported callback, validates its authenticity and payload, retrieves the current Aderant resource when necessary, and launches the downstream workflow. If callbacks are unavailable, the scheduled synchronization pattern should be used.

Implementation sequence

Confirm callback coverage and delivery requirements for each event
Expose a secured Martini API endpoint
Receive and validate the callback notification
Retrieve the current Aderant resource when required
Apply mapping and business rules
Acknowledge or record the event and process retryable failures

Common Aderant integration patterns

Pattern 1: Sync Clients and Matters to a CRM

When to use this pattern

Use this pattern when a firm needs Aderant legal relationship and matter metadata available in a CRM or client-facing application. The integration should use incremental retrieval, stable identifiers, confidentiality rules, and reconciliation for rejected or changed records.

Integration direction
Aderant
Martini
Salesforce
Example Mapping
Aderant FieldCanonical FieldTarget Field
Client identifiercustomer.externalIdAccount.External_Id__c
Matter numbermatter.externalIdMatter.External_Id__c
Matter statusmatter.statusMatter.Status__c
Client namecustomer.nameAccount.Name
Martini implementation pattern

A scheduled Martini workflow retrieves changed Clients and Matters through confirmed Aderant REST endpoints, handles pagination and an overlap window, validates confidentiality and status rules, maps the payloads, and upserts Salesforce records. It stores checkpoints only after successful processing and routes validation or authorization failures to an operational error path.

Martini capabilities used
  • workflows
  • API consumption
  • scheduling
  • data mapping
  • business rules
  • error handling

Pattern 2: Exchange approved Time Entries

When to use this pattern

Use this pattern when Aderant time must be exchanged with a time-management, reporting, or professional-services application. Create and update operations must be confirmed before designing an outbound submission flow.

Integration direction
Aderant
Martini
Intapp
Example Mapping
Aderant FieldCanonical FieldTarget Field
Time Entry identifiertimeEntry.externalIdTimeRecord.Source_Id
Matter identifiermatter.externalIdTimeRecord.Matter_Id
Timekeeper identifierworker.externalIdTimeRecord.Professional_Id
Billable hourstimeEntry.hoursTimeRecord.Hours
Martini implementation pattern

Martini retrieves approved Time Entries or receives them through a controlled API, validates Matter, Timekeeper, activity, billing, and approval values, then transforms and submits the target payload. A deterministic source transaction key prevents duplicate writes, while transient failures use bounded retries and business validation failures are quarantined.

Martini capabilities used
  • API consumption
  • API exposure
  • data mapping
  • validation
  • business rules
  • retry handling

Pattern 3: Synchronize Bills and Payments

When to use this pattern

Use this pattern when billing documents and financial transactions need to move between Aderant and a finance or payment platform. Invoice revisions, credit notes, partial payments, currencies, and trust or client-account rules should be defined explicitly.

Integration direction
Aderant
Martini
Finance platform
Example Mapping
Aderant FieldCanonical FieldTarget Field
Bill or invoice identifierinvoice.externalIdInvoice.Source_Reference
Matter identifierinvoice.matterIdInvoice.Matter_Reference
Invoice totalinvoice.totalAmountInvoice.Total
Payment amountpayment.amountReceipt.Amount
Martini implementation pattern

A Martini workflow retrieves newly issued or updated Bills, Invoices, and Payments, preserves monetary precision, applies status and reconciliation rules, and sends only validated financial transactions to the target. Correlation identifiers and idempotency checks prevent duplicate payments, while revisions and rejected records are handled through explicit compensation or review paths.

Martini capabilities used
  • workflows
  • API consumption
  • data transformation
  • validation
  • idempotency
  • error handling

Pattern 4: Publish Matter metadata to a document or portal system

When to use this pattern

Use this pattern when a firm needs Matter metadata or document references available in iManage, NetDocuments, or a client portal. A general Aderant attachment API was not verified, so document-content transfer must be designed only after the relevant interface is confirmed.

Integration direction
Aderant
Martini
iManage or NetDocuments
Example Mapping
Aderant FieldCanonical FieldTarget Field
Matter numbermatter.externalIdWorkspace.Matter_Number
Matter namematter.nameWorkspace.Name
Matter statusmatter.statusWorkspace.Status
Client identifiercustomer.externalIdWorkspace.Client_Reference
Martini implementation pattern

Martini retrieves validated Matter metadata, applies confidentiality and publication rules, maps fields to the document or portal model, and upserts references using the Aderant identifier. If supported callbacks exist, they can trigger updates; otherwise scheduled polling maintains synchronization and logs inaccessible or rejected matters without exposing privileged content.

Martini capabilities used
  • scheduled workflows
  • API consumption
  • data mapping
  • business rules
  • security controls
  • monitoring

Applications commonly integrated with Aderant

Aderant data can be coordinated with adjacent legal, collaboration, document, finance, and reporting applications. These are typical enterprise architecture targets rather than universal native Aderant integrations; the applicable product APIs, permissions, and data model should be confirmed for each implementation.

Application Scenario Direction Martini Pattern
Microsoft 365 Synchronize contacts, collaboration information, or calendar and email context related to legal work where the selected Aderant product supports the required data. Aderant → Martini → Microsoft 365 Martini can retrieve approved Aderant data, apply matter and confidentiality rules, map it to Microsoft 365 payloads, and handle reconciliation or rejected records through a workflow.
iManage Coordinate Aderant Matter metadata with a legal document-management platform. Aderant → Martini → iManage A scheduled or API-triggered workflow can synchronize validated matter identifiers and document references while keeping document-content transfer separate until an Aderant attachment API is confirmed.
NetDocuments Exchange matter metadata and document-management references with a legal document platform. Aderant → Martini → NetDocuments Martini can poll or consume supported Aderant endpoints, normalize matter metadata, apply access rules, and upsert corresponding NetDocuments references with idempotent keys.
Intapp Exchange client, matter, time, billing, or financial information with legal operations and time-management products. Aderant → Martini → Intapp Martini can orchestrate bidirectional API workflows, validate Matter and Timekeeper references, transform financial fields, and route product-specific validation failures for review.
DocuSign Send engagement or other legal documents for electronic signature and return signature status to the relevant matter or workflow. Aderant → Martini → DocuSign Where the required Aderant document or matter interface is available, Martini can send eligible metadata or document references to DocuSign and correlate returned status with the originating Aderant object.
Salesforce Synchronize Clients, Matters, relationship information, or business-development data. Aderant → Martini → Salesforce A Martini workflow can retrieve changed Aderant Clients and Matters, map identifiers and controlled fields to Salesforce, upsert records, and persist synchronization checkpoints.
ServiceNow Exchange operational requests, integration-support cases, or status information related to Aderant processes. ServiceNow → Martini → Aderant Martini can expose or consume controlled APIs, validate the requested Matter or Client context, invoke documented Aderant endpoints, and return status or error details to ServiceNow.
Power BI Publish time, matter, billing, and financial data for reporting and analysis. Aderant → Martini → Power BI Martini can extract supported Aderant data into a reporting store or downstream reporting interface, normalize financial values, and run scheduled incremental loads with reconciliation.

How to build a Aderant integration in Martini

Objective

Establish the product-specific Aderant endpoint, tenant configuration, network access, and authentication method before building business logic.

Instructions in Martini

  • Confirm the Aderant product, deployment, API version, base URL, and permissions
  • Obtain authentication details from the Aderant Developer Portal
  • Store credentials, tokens, and endpoint settings in Martini secrets
  • Separate development, test, and production configuration

Objective

Select an event-driven or scheduled entry point based on the integration mechanisms confirmed for the Aderant tenant.

Instructions in Martini

  • Use a supported Aderant callback only when event coverage is confirmed
  • Otherwise use a scheduler for incremental polling
  • Define the synchronization interval and overlap window
  • Record the initial checkpoint strategy

Objective

Read the required Aderant objects using documented operations, filters, pagination, and ordering rules.

Instructions in Martini

  • Retrieve Clients, Matters, Time Entries, Bills, or Payments through confirmed endpoints
  • Use server-side filtering where available
  • Process pages or batches without advancing the checkpoint prematurely
  • Capture object identifiers and correlation values

Objective

Coordinate retrieval, validation, transformation, target writes, and recovery behavior in a maintainable Martini workflow.

Instructions in Martini

  • Separate API calls, mapping, business rules, and target writes into clear workflow stages
  • Route validation failures separately from transient transport failures
  • Use reusable services or workflows for common normalization and correlation logic
  • Preserve a processing status for each significant object

Objective

Convert Aderant payloads into a canonical model and target-specific schemas without losing identifiers or financial precision.

Instructions in Martini

  • Map product-specific fields to canonical Clients, Matters, Time Entries, Bills, or Payments
  • Normalize status, office, timekeeper, currency, and date values
  • Preserve stable Aderant identifiers as external keys
  • Validate required fields before target submission

Objective

Protect legal and financial data by applying firm-specific eligibility, confidentiality, approval, and duplicate-prevention rules.

Instructions in Martini

  • Check Matter and Client access requirements
  • Allow only approved Time Entries or eligible financial statuses
  • Use deterministic idempotency keys for outbound creates
  • Handle invoice revisions, credit notes, partial payments, and closed matters explicitly

Common Aderant data objects used in integrations

ObjectTypical UseCommon target systemsMartini handling
ClientsOrganizations or individuals represented by the firm and used as the principal relationship for legal work.Salesforce, Microsoft 365, reporting stores, client portalsMartini retrieves or receives confirmed fields, validates identifiers and confidentiality rules, maps them to a canonical client model, and upserts targets.
MattersLegal matters associated with Clients, including identifiers, status, office, and related reference data.Salesforce, iManage, NetDocuments, ServiceNow, client portalsMartini preserves Aderant matter identifiers, applies access and status rules, and synchronizes metadata with checkpointing and duplicate prevention.
TimekeepersAttorneys and other professionals recording or managing billable activity.Intapp, reporting stores, finance applicationsMartini validates timekeeper identifiers and office or practice mappings before transforming data for downstream systems.
Time EntriesBillable or non-billable time records associated with Matters and Timekeepers.Intapp, reporting stores, finance applicationsMartini validates Matter, Timekeeper, activity, approval, and source transaction values and uses deterministic idempotency keys to prevent duplicate submissions.
Bills or InvoicesBilling documents generated for Matters and Clients.finance platforms, payment applications, reporting storesMartini preserves invoice references, status, currency, and monetary precision while handling revisions, credit notes, and retry-safe delivery.
Payments or ReceiptsFinancial transactions applied to bills or client accounts.finance platforms, payment applications, reporting storesMartini correlates payments with bills and client accounts, avoids duplicate financial writes, and returns status only through confirmed Aderant operations.

Authentication and security considerations

Product-specific authentication

Aderant authentication was not publicly confirmed as one universal method. Confirm the required credentials, tokens, scopes, tenant permissions, and network controls for the selected Aderant product and deployment.

Secrets and least privilege

  • Store API keys, client secrets, tokens, and endpoint configuration in environment-specific Martini secrets.
  • Use a dedicated integration identity with only the permissions required for the workflow.
  • Separate development, test, and production credentials and rotate them according to firm policy.
  • Apply data minimization and avoid exposing privileged matter or payment content in logs.

Operational considerations for Aderant integrations

Synchronization and API behavior

  • Confirm rate limits, concurrency limits, timeouts, page sizes, cursors, and maximum result windows with Aderant.
  • Use server-side incremental filters and persist checkpoints only after successful page or batch processing.
  • Use overlap windows for clock skew and late-arriving updates.

Financial and legal data quality

  • Preserve monetary precision and explicitly handle invoice revisions, credit notes, write-offs, partial payments, and currencies.
  • Use stable identifiers and deterministic idempotency keys to prevent duplicate financial transactions.
  • Do not assume deletion events; define how closed or deleted Matters are represented.

Testing and observability

  • Test representative Clients, Matters, Time Entries, Bills, and Payments before production deployment.
  • Capture sanitized correlation IDs, Aderant object IDs, endpoint names, response statuses, and error details.
  • Use bounded retries for transient failures and route validation or authorization failures for correction rather than repeated retries.
  • Monitor workflow logs and reconciliation results for records that remain in intermediate states.

Why use Martini instead of scripts or point-to-point integrations?

Maintainable integration orchestration

Martini separates API consumption, workflow orchestration, mapping, validation, business rules, target writes, and error handling. This is more maintainable than embedding Aderant calls and transformation logic in isolated scripts or tightly coupled point-to-point integrations.

Adapt to product-specific APIs

Aderant capabilities vary by product, release, deployment, and tenant. Martini provides a flexible API-led approach that can consume documented endpoints, expose governed APIs, and use scheduled workflows when event delivery is not confirmed.

Operational control

  • Centralize environment-specific authentication and endpoint configuration.
  • Reuse mappings and workflow components across legal, finance, reporting, and portal integrations.
  • Apply consistent retries, idempotency, checkpoints, monitoring, and reconciliation.
  • Extend transformations or business rules with custom logic when the product-specific integration requires it.

Frequently asked questions

How can Aderant be integrated with enterprise systems?

Aderant can be integrated primarily through product-specific APIs exposed through its Developer Portal. Common use cases include synchronizing Clients, Matters, Timekeepers, Time Entries, Bills, Invoices, and Payments. Event callbacks, file interfaces, database access, and other mechanisms must be confirmed for the particular product and deployment.

Can Martini integrate with Aderant?

Yes. Martini can integrate with Aderant by consuming documented Aderant REST APIs, exposing controlled APIs for downstream applications, running scheduled incremental synchronization, and mapping Aderant data to target systems. A native Martini Aderant connector was not verified.

Do I need a connector to integrate Aderant with Martini?

No. A dedicated Aderant connector is not required. Martini can use Aderant's confirmed native APIs, supported callbacks if available, scheduled polling, and other documented endpoints or interfaces for the applicable product.

Is there any extra Lonti cost to integrate Aderant with Martini?

Lonti does not charge an additional per-connector or per-vendor fee to integrate Aderant. The integration is subject to the provisioned capacity of the Martini environment. Separate costs may apply from Aderant, cloud infrastructure, hosting, or other third-party systems based on subscriptions, usage, and deployment model.

Which Aderant integration methods should be used?

The recommended starting point is the applicable Aderant REST API documented in the Aderant Developer Portal. Authentication, endpoint operations, pagination, and permissions must be confirmed for the product and tenant. GraphQL was not verified, and current SOAP, bulk, attachment, and direct database interfaces should not be assumed.

Does Aderant provide webhooks or event notifications?

A general Aderant webhook framework and complete event catalog were not verified. Callback availability must be assessed for each required object and event. When callbacks are unavailable, Martini can run scheduled workflows that poll supported endpoints using timestamps, version fields, or other confirmed change indicators.

How does Martini synchronize and transform Aderant data?

Martini can retrieve Aderant data incrementally, process paginated responses, map product-specific fields to a canonical model, apply validation and business rules, and upsert target records using stable external identifiers. Checkpoints and overlap windows help account for late updates and reduce missed changes.

How are Aderant errors, retries, duplicates, and API exposure handled?

Martini can separate transient transport failures from validation and authorization failures, apply bounded retries with backoff, store correlation and object identifiers, and use idempotency keys to prevent duplicate Time Entries, Bills, or Payments. Martini can also expose a controlled REST API façade for downstream systems that need governed access to Aderant data.

Related Martini documentation

APIs

Workflows

Data

Security

Operations

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