80A-
Sophistication Index

Milestone & Co

Milestone Consulting is a high-end settlement planning and management firm, working with attorneys and plaintiffs to plan their financial futures.

HQ Buffalo, NY#5 of 49 milestoneseventh.com Tel +1 818-987-3939 Est. 2012
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Founded in 2012, Milestone & Co combines 14 years of personal injury experience with a 18-tool technology stack across 13 categories. Key investments include Salesforce for crm, Litify for case management & Google Analytics for analytics. Within the Retention Innovators segment (1,852 firms), Milestone & Co ranks #246 and outperforms 87% of peers on technology adoption.

Market Segment View segment →
Retention Innovators 1852 firms
86.7% Percentile
#246 Rank in segment
52.3 Segment avg SI

Firms with a strong toolset supporting retention, alongside moderate awareness and engagement.

Technology Stack 18 tools detected
accessibility 1
Case Management 1
CMS 1
CRM 1
Email Infrastructure 2
Email Security 1
JS Library 1
Page Builder 1
Programming Language 1
PHP
UI Framework 2
Video Hosting 1
Tech Investment Profile vs. peer average
Analytics Advertising Intake CRM / Case SEO Email Content Platform This firmPeer avg
Gap Analysis vs. segment centroid
Analytics
ahead
Advertising
behind
Intake
behind
CRM / Case
ahead
SEO
behind
Email
on-par
Content
ahead
Platform
behind
Your firm Segment avg
True Competitors by tech DNA similarity
FirmScoreSimilaritySegment
KrivitLaw 34.5 99.6% Retention Innovators
Abettersurety 37.5 99.6% Retention Innovators
Bpinsurancegroup 19.0 99.6% Conversion-Focused Firms
Nicholas Perot Smith Bernhardt 20.0 99.6% Conversion-Focused Firms
Insureintegrity 24.0 99.6% Conversion-Focused Firms
Southwest Law Firm 48.0 99.6% Retention Innovators
Josephson Dunlap 71.0 99.1% Retention Innovators
Bernstein Liebhard LLP 53.0 98.8% Retention Innovators
Funnel Coverage 3/4 stages
Awareness
80%
Google Analytics · Google Tag Manager · LinkedIn Insight
Engagement
40%
YouTube
Conversion
0%
Retention
40%
Salesforce
3 paid tools retention stack (Salesforce)
Technology Opportunities used by peers
Facebook Pixel
29.0% of Retention Innovators
SendGrid
26.6% of Retention Innovators
Google reCAPTCHA
23.4% of Retention Innovators
Mailchimp
20.3% of Retention Innovators
Gravity Forms
18.0% of Retention Innovators
Local Competitors same state, similar size
FirmScoreGradeAttysCity
80.5 A- — Buffalo you
Sullivan Papain Block McGrath & Cannavo P.C. 39.5 F 195 New York
Gair, Gair, Conason, et al 29.0 F 177 New York
Napoli Shkolnik PLLC 93.8 A+ 147 New York
Sepulveda 77.5 B+ 141 New York
The Rothenberg Law Firm, LLP 92.0 A+ 119 New York
Office Locations 1 offices
Headquarters
Buffalo, NY
737 Main Street, 14203

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