Prime Highlights-
- Aderant and First AML launch an integration letting law firms run AML checks directly within Expert and Expert Sierra workflows.
- The system eliminates manual handoffs and duplicate data entry between compliance and practice management processes.
Key Facts-
- Verification outcomes are logged into an AML approval history table for audit and reporting purposes.
- First AML has processed more than two million AML cases and operates from Auckland, with offices in Australia and the UK.
Background-
Aderant, a global provider of business management solutions for law firms, has rolled out an integration connecting Aderant Expert and Expert Sierra to First AML, a provider of anti-money laundering and client due diligence solutions.
The integration lets mutual clients run AML checks directly within their existing practice management workflow, cutting out manual handoffs and duplicate data entry that previously separated compliance work from day-to-day case and financial management.
The launch builds on a partnership the two companies announced earlier this year and arrives as law firms face rising pressure to demonstrate consistent, auditable AML practices across increasingly complex and international client relationships.
Aderant Chief Client Officer Josiah Chaves said AML checks now run inside the same workflow staff already use rather than as a separate process, with the company’s Professional Services team working directly with firms to configure the integration around their existing setups.
Under the new system, staff select a client or matter, and the workflow pulls in relevant parties, stages the case and submits it to First AML. A built-in review screen lets assigned users confirm which contacts and parties are included before submission, while automatically recognising individuals already verified through First AML.
Verification outcomes get logged into an AML approval history table, viewable for reporting and audit purposes, and firms can run the check as a standalone step or build it into their File Opening process.
First AML CEO Milan Cooper said the integration lets Expert and Expert Sierra users run AML checks without extra logins or manual re-entry, calling that the standard compliance technology should meet.
First AML, headquartered in Auckland, New Zealand, with offices in Australia and the UK, has processed more than two million AML cases. Aderant operates as a business unit of Roper Technologies and is headquartered in Atlanta, Georgia.
