Our mission is to bring efficiency, transparency, and education to law firms and their clients after settlement: Amy Fogle of Milestone

The Silicon Review

“With our partnerships, we focus on strategically growing our network to make certain we are offering the highest-quality services to propel our mission forward.”

Milestone makes the post-settlement process more efficient for trial lawyers and claimants. An innovator in mass tort and multiparty litigation, Milestone has developed technology that streamlines distribution and saves law firms time and money. The company’s integrated trauma-informed settlement planning team guides claimants to plan for their financial future. Milestone serves clients in the United States.

The company is headquartered in Buffalo, New York.

The Silicon Review reached out to Amy Fogle, CEO of Milestone, and here’s what she had to say.

Interview Highlights

Q. Please tell us about the circumstances or events that led to the founding of Milestone.

Milestone, a high-touch settlement solutions provider, was founded by industry veteran John Bair in 2012. Milestone serves trial lawyers and plaintiffs in the post-settlement phase of their lawsuit, facilitating efficient settlement disbursement and educating around opportunities to financially maximize funds received. After working in the settlement industry for many years, John founded Milestone with the intention of creating an innovative, forward-thinking entity that exists for the plaintiff. This guiding principle has carried through to all phases of the company.

Q. As an innovator in post-settlement solutions, what are Milestone’s key focus areas?

In addition to having a strong emphasis on innovation at Milestone, our key focus areas center around efficiency and education. In all that we do, Milestone aims to make the post-settlement process as efficient as possible for law firms and claimants. Moreover, Milestone’s focus on educating attorneys and plaintiffs alike is a differentiator in our industry. We work to ensure that attorneys and plaintiffs know what financial planning options are available to them in their unique situations, augmenting their financial literacy and enabling them to make informed financial decisions for themselves.

Q. What can you tell us about your Pathway^™ platform? How does it benefit your clients?

Milestone’s Pathway^TM is a first-of-its-kind digital platform designed to dramatically improve a law firm’s efficiency, line of sight, and client care. It is the leading post-settlement solution for the mass tort industry, enabling mass tort firms to pay their claimants digitally (think PayPal, Zelle, Direct Deposit, etc.) instead of relying on the antiquated, time-consuming paper check process. Pathway streamlines all post-settlement logistics, and Pathway’s real-time attorney portal enables attorneys to track individual claims, flag potential issues, and monitor payouts in real time. Simply put, Pathway gets claimants paid faster and saves law firms time and money.

Q. What strategies do you have in place to encourage innovation in your company?

As a company built on change and doing what is right, innovation is baked into the Milestone DNA. We strategically ensure that all employees know about our history and roots—the “why” behind what we do. Driven by a shared purpose, innovation flows naturally. We also have countless internal communication strategies in place to ensure all employees and teams are optimizing communication and cross-functional planning, as efficiency and transparency tend to drive innovation.

Q. Tell us what’s next for Milestone.

Milestone intends to continue innovating around post-settlement efficiency for years to come. The plan for this revolves around three key areas: our technology, our partnerships, and our people. As for our technology, we are the only digital distribution solution in the mass tort post-settlement space, and we don’t take that lightly. We’re continuously exploring emerging technologies and ensuring that our Pathway product is optimized to serve as many law firms and plaintiffs as possible. With our partnerships, we focus on strategically growing our network to make certain we are offering the highest-quality services to propel our mission forward. And finally, a key to our future growth is in our people. We have built a team of top-tier professionals who are best-of-the-best in their given areas of expertise. They are the minds and the hands who will skillfully lead Milestone forward through our future growth.

Amy Fogle | CEO

As Chief Executive Officer, Amy Fogle drives Milestone’s strategy while remaining steadfast to its mission: to make post-settlement more efficient through innovation and forward thinking. She oversees the development and success of Milestone, with a focus on growth. Amy has revolutionized the Milestone brand and continually challenges her team to think bigger to the benefit of the larger legal industry. Channeling her experience in wealth management, she works to ensure claimants have access to trauma-informed settlement planning experts and tools. Most notably, Amy and her team pioneered Pathway, the proven platform to collect digital signatures and pay claimants electronically in mass tort and multi-party litigation. The success of Pathway landed Milestone on the 2023 Inc. 5000 list of the fastest-growing private companies in America as well as the number one spot on the Business Journals’ list of fastest-growing companies in Buffalo, NY. Amy is also the recipient of the Mass Torts Made Perfect (MTMP) 2023 Legal Services Innovation Award.