AI Automation for Aderant

8 workflow automations purpose-built on top of Aderant — no data leaves your system, no parallel tool for your team to learn.

Roles using Aderant

Law Firm Administrator
Law Firm Administrator · Operations & Workflow

Client Intake & Conflict Screening

AI runs the conflict check against Aderant, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours. Purpose-built for teams running Aderant — uses the native API or agent integration so nothing leaves the system of record.

Law Firm Administrator · Data Entry & Processing

Deposition Summary Generation

AI ingests the transcript, produces a page-line summary with topic tags and exhibit cross-references, and flags contradictions across witnesses — associate produces a defensible summary in 30 minutes. Purpose-built for teams running Aderant — uses the native API or agent integration so nothing leaves the system of record.

Law Firm Administrator · Data Entry & Processing

Discovery Document Review

AI pre-classifies documents by responsiveness, privilege, and hot-doc signal in Aderant, leaving associates to review only the 15% that actually need judgment — review cost drops 60%. Purpose-built for teams running Aderant — uses the native API or agent integration so nothing leaves the system of record.

Law Firm Administrator · Operations & Workflow

Legal Research & Brief Drafting

AI drafts the research memo against the firm's prior work product, pulls current authority from Aderant, and produces a cite-checked first draft of the brief — associate refines, doesn't start from zero. Purpose-built for teams running Aderant — uses the native API or agent integration so nothing leaves the system of record.

Law Firm Administrator · Operations & Workflow

Contract Review & Redlining

AI redlines against the firm's playbook in Aderant, flags non-standard terms with a risk rating, and drafts a client-ready summary — 80% of low-risk contracts clear without partner time. Purpose-built for teams running Aderant — uses the native API or agent integration so nothing leaves the system of record.

Law Firm Administrator · Communication & Outreach

Client Case Status Updates

AI drafts personalized case-status updates from live matter state in Aderant on a weekly cadence, and generates on-demand replies when the client asks — client satisfaction climbs, billable hours come back. Purpose-built for teams running Aderant — uses the native API or agent integration so nothing leaves the system of record.

Law Firm Administrator · Finance & Accounting

Billing Narrative Cleanup

AI rewrites narratives to match each client's outside-counsel guidelines in Aderant, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%. Purpose-built for teams running Aderant — uses the native API or agent integration so nothing leaves the system of record.

Law Firm Administrator · Operations & Workflow

Court Deadline & Docket Tracking

AI monitors the docket across Aderant and court portals, calculates response deadlines, calendars every owner, and escalates anything within 72 hours of running — zero missed deadlines, no matter how many matters. Purpose-built for teams running Aderant — uses the native API or agent integration so nothing leaves the system of record.

Don't see the workflow you need on Aderant?

We build custom AI workflows on top of Aderant for any repetitive process. Tell us what you'd automate.