B2B Referral Channel

Streamline Client Referrals.
Stay Automatically in the Loop.

Aloe Mediation provides attorneys and law firms with a structured B2B channel to refer clients to verified, SJA-accredited dispute practitioners. Resolve client disputes faster, protect client relationships, and automatically receive real-time case updates.

Interactive Referral Journey

Scroll down or use the floating indicators to explore how referred cases flow through SJA verification, client onboarding, moderated negotiation, and back to your inbox.

Step 1

1. Secure Referral Hand-off

The attorney selects an accredited mediator and transfers the file details. Aloe imports the court pleadings and client names directly. SJA verifies mediator credentials and matching parameters behind the scenes.

Live Workspace Preview
B2B Case Hand-off FormVERIFIED-TOKEN
Referring AttorneySmith & Associates Inc.
Assigned MediatorDr. Evelyn Vance
Pleadings_And_Rule41A_Notice.pdf Uploaded
Step 2

2. Dual Opt-in Intake

Both clients receive invitations. Onboarding is fully automated. Mediators never waste time chasing single-party requests. If either party declines or fails to respond within the 48-hour opt-in window, the matter is safely closed and you are notified.

Live Workspace Preview
Onboarding Status TrackerAwaiting Opt-In
Party A (Invited Client)OPTED-IN
Party B (Invited Client)LINK SENT (Pending)
Step 3

3. Moderated Negotiation

Clients discuss terms in a secure, moderated chat interface containing scheduler widgets. Discussions happen in a moderated space, allowing parties to upload files and accept proposed schedules directly within their chat.

Live Workspace Preview
Party A10:24 AM

I have uploaded our joint lease agreement to the secure document vault.

Proposed Session: Joint Financials Review

Proposed by Mediator • Wed, 24 Jun at 14:00 (120 min)

Step 4

4. Loop-back & Conclusion

At conclusion, signed agreements and digital signature verification certificates are sent automatically back to you, keeping you fully synced while protecting client confidentiality.

Live Workspace Preview
Secure Dispatch Email Encrypted

Subject: Matter Concluded - Secure Settlement Package

Dear Referrer, matter Ref SJA-482 has concluded (Full Settlement). Enclosed are the signed agreements and digital verification certificates.

Signed_Agreement.pdf
Signature_Certificate.pdf

South African Court Directive Alignment

Aloe Mediation handles the requirements of Uniform Rule 41A, which mandates that litigants must consider mediation before pursuing trial actions. Our platform acts as a secure, audited registry validating that parties attempted dispute resolution in good faith.

Encrypted conclusion delivery

When a case is concluded, Aloe automatically compiles all session metrics, duration reports, and signed settlement agreement documents. This package is instantly delivered to you as the referring attorney via a secure, encrypted link.

Why South African Attorneys Choose SJA × Aloe

Alternative Dispute Resolution (ADR) is increasingly encouraged by SA courts under Uniform Rule 41A. Aloe provides the infrastructure to meet this mandate seamlessly.

Court-Aligned Case Hand-off

Upload initial court pleadings, notices, or mediation directives securely. SJA-accredited mediators receive them instantly, bypassing manual onboarding friction.

Automated Case Sync

Updates on case status are pushed in the background. Know immediately when a mediator is assigned or when parties conclude their agreements.

Encrypted Document Delivery

Tamper-proof signature certificates and finalized agreements are delivered to you automatically, ready to be filed in court or made an order of court.

Directory Specialties & Filtering

Search our directory of verified South African mediators. Filter exactly by these specialties to find the correct practitioner for your client:

POPIA Compliant and Court Rule 41A aligned directory portal.