No more using spreadsheets or ledgers to track your individual client balances. All money in and out of your IOLA account assigned to a client down to the penny. Built-into your bank account to prevent compliance mistakes before they happen.
Don't fear the audit
Never worry again if your account is out of balance. Track all outstanding payments and create a reconciliation report with one click of a button.
Increase your monthly billable hours
Spend less time on all the admininstrative work and more time with your clients.
Increase firm profitability
Upfront retainers in your Trust Account is the #1 way to increase profitability
Save time and money on bookkeeping
Our auto-magic reconciliation saves you hours from month-end bank reconciliation.
Peace of mind audit protection
Funds are FDIC insured up to $250,000 through M&T Bank, Member FDIC.
Happy Customers, Happy Firms
It’s all digital. I never have to wait in line at a bank branch again.
- Sheath Williams
I think that this is a critical component to any attorney's practice who is serious about making sure that their funds are properly marked.
- Daniel Schneider
Nota is powered by M&T Bank, Member FDIC, an American bank holding company headquartered in Buffalo, New York. It operates 780 branches in New York, New Jersey, Pennsylvania, Maryland, Delaware, Virginia, West Virginia, Washington, D.C., and Connecticut. M&T is ranked 467th on the Fortune 500.