Take Control of Your Accounts
annotation, real-time reconciliation, and financial services with concierge support
Client Trust Accounts
Nota allows you to take control of your IOLTA/IOTA trust accounts with bank-verified tools and reporting.
We understand the unique needs of attorneys and have created solutions that streamline your business banking.
Business Credit Card
Get a complete look at your firm’s business banking. Nota allows you to review and organize your Business Credit Card account.
Business Lines of Credit
Prepare for the unexpected with funds you can access anytime.
Finance capital and large purchases, real estate renovations and more with our flexible, accessible term loans.
Minimize financial risk with real-time, bank-verified reconciliation of your accounts
Annotate and separate transactions directly against the bank ledger
Track by Client
One-click access to all transactions by client for complete analysis and reporting
Set alerts for account changes you don’t want to miss, like a check clearing funds or a balance threshold reached
Print checks on your accounts directly from the Nota dashboard, and have it logged automatically
Send wires from Nota, with compliant electronic record-keeping at no charge.
Built for Attorneys
Nota experts and Dedicated Specialists are Committed to your Practice’s Success.
Concierge Customer Support
Nota customers benefit from a single point of contact, trained in the unique needs of legal banking, to provide support and answer any questions you have.
Business Credit Cards
Let your dedicated specialist help guide you to the right credit card for your firm, all with minimal hassle.
Grow Your Firm With A Loan
Because we understand your unique needs, your Nota specialist will help secure a competitive loan with M&T Bank to grow your law practice.
Banking with M&T Bank
Committed to independent businesses, M&T Bank products and services are designed for businesses like yours.
Optimize your Workflows and Efficiency without switching between platforms.
A payment partner
LawPay makes it easy to maintain trust account (IOLTA/IOLA) compliance
Nota Users see detailed LawPay client payment information right in their online trust account
Access to partner-specific promotions: $60 Savings, Nota will waive your Monthly LawPay fee for 3 Months!
Receive an accurate and free valuation of your business
Track the value over time to understand how your largest assets and your business are performing with financial metrics, insights, and tools to help your business grow
Growgrade Consultation: $0 cost, Nota users receive a free consultation from Growgrade