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TRUSTNOTA

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.

Business professionals

 

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.

Post-it Team

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.
About
Legal
Contact

1-800-724-1313

info@trustnota.com

One M&T Plaza Buffalo, NY 14203

Banking services powered by M&T Bank, Member FDIC.

References to “Clients’ Funds Trust Account (IOLTA / IOLA)” or “Interest on Lawyers Trust Account” shall be interpreted to include “IOLA,” or “Interest on Lawyer Account,” and “IOTA,” or “Interest on Trust Account,” as applicable in a particular state.

Nota is a product/service offered by M&T Bank and is available to attorneys whose offices and practices are in NY, NJ, MD, PA, DE, CT, VA, DC, FL, or WV. Clients’ Funds Trust Accounts (IOLTA / IOLA) held by lawyers in these states must be subject to applicable state rules and regulations. The advertised product/services and their features and availability are subject to change without notice at any time. Use of the product/service is subject to and governed by certain terms, conditions, and agreements required by M&T Bank.


© 2023 M&T Bank. All Rights Reserved.

Based on Greenwich Associates 2021 Small Business Banking Excellence Awards.

According to statistics released by the U.S. Small Business Administration (SBA) for total approved loans through the SBA’s 7(a) lending program during the federal fiscal year ending 9/30/2020.