Nota offers business checking and trust account management that integrates into the workflow of your law firm.
With 3-way reconciliation, check printing, and tool integration with your practice management, accounting and payment systems, Nota is banking designed to maximize your efficiency and offers transparent pricing and dedicated support from bankers who know attorneys.
Set up categories and track income and expense items like payroll, rent, court fees and client payments. All money in and out of your checking account can be assigned to a category and tracked to the penny. Plus you can create instant transfers between your Clients’ Funds Trust Account (IOLTA / IOLA) and business checking account in a trackable, audit-ready format.
No more using spreadsheets or ledgers to track your client balances. All money in and out of your Clients’ Funds Trust Account (IOLTA / IOLA) can be assigned to a client matter and reconciled in real-time right down to the penny. Use Nota’s 3-way reconciliation report to support the reconciliation process. And you can print checks from your Clients’ Funds Trust Account (IOLTA / IOLA) to your home/office printer.
Our pricing is simple - there is no charge for Nota. When you open an M&T Bank business checking account with or without an Clients’ Funds Trust Account (IOLTA / IOLA), there are NO monthly maintenance fees, NO minimum balance requirements, higher mobile check deposit limits, and more.²
Connect your bank account with the tools you use every day and eliminate the time spent working between two systems. Nota works in collaboration with major practice management, legal payment and accounting platforms to optimize your efficiency.
Nota’s customer success specialists are here to help you with all your banking needs. Supporting only attorneys, they understand the tools, requirements and workflows of your law firm. And they take your business just as seriously as you do.
Enjoy extra benefits tailored to the unique needs of running a law firm such as no-cost access to an ethics credit CLE through LawLine.
Nota’s integrations connect your everyday law firm and banking tools together into a unified system. Information moves automatically from your practice management, legal payment and accounting platforms into Nota so you can save time and focus on your most important work.
Rachael Davey Owner, Davey Law
Matthew Blaisdell Owner, Blaisdell Law
Erina Ponzini Partner, Gugliotta & Ponzini, P.C.
Jose Campos - Law Offices of Campos & Associates
“I no longer have to do a reconciliation every month—I can do it immediately. As a result, I don’t have to pay my CPA for help as often. Reconciliation is definitely not as painful anymore.”
Daniel Schneider - Farber, Schneider and Ferrari LLP
“With Nota, I can classify and account for every single dollar in my trust account, which makes me sleep well at night.
I think it’s a critical component for any attorney who is serious about managing their IOLA funds.”
Shari Sugarman - Sugarman Law, P.C.
“To be able to have a company like Nota listen to you, and build it for you, it’s just really mind blowing. To see the development of this platform is exciting.”