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Mission & Vision

Our Mission

Built for attorneys, Nota allows solo and small law firms to take control of their accounts with annotation, real-time reconciliation, and financial services with concierge support.

Our Vision

To personalize banking for the legal industry, providing a complete suite of finance and management resources for the unique needs of solo and small firms.



Why Nota?

We created business banking solutions designed specifically for solo and small law firms that help address inefficient workflows, provide sophisticated money movement functionality and quality customer service. Bank when and where you want so you can focus on the important stuff - your clients and the communities you serve.

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How did Nota begin?

After many conversations with attorneys, we wanted to improve and overcome the many challenges that come with running a solo or small firm. We first tackled one of the biggest pain points attorneys face - Clients' Funds Trust Account (IOLTA / IOLA) management. We've mastered all the intricate in's and out's of an arduous trust account reconciliation process and streamlined it so it can be done at the touch of a button.