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Nota Features

Take Control of Your Accounts

annotation, real-time reconciliation, and financial services with concierge support

Client Trust Accounts

Client Trust Accounts

Nota allows you to take control of your IOLTA/IOTA trust accounts with bank-verified tools and reporting.

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Operating Accounts

Operating Accounts

We understand the unique needs of attorneys and have created solutions that streamline your business banking.

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Business Credit Card

(NOW LIVE)

Get a complete look at your firm’s business banking. Nota allows you to review and organize your Business Credit Card account.

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Business Lines of Credit

Prepare for the unexpected with funds you can access anytime.

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Term Loans

Finance capital and large purchases, real estate renovations and more with our flexible, accessible term loans.

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Bank Reconciled

Minimize financial risk with real-time, bank-verified reconciliation of your accounts

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Direct Annotations

Annotate and separate transactions directly against the bank ledger

Track by Client

Track by Client

One-click access to all transactions by client for complete analysis and reporting

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Custom Alerts

Set alerts for account changes you don’t want to miss, like a check clearing funds or a balance threshold reached

Print Checks

Print Checks

Print checks on your accounts directly from the Nota dashboard, and have it logged automatically

Wire Funds

Wire Funds

Send wires from Nota, with compliant electronic record-keeping at no charge.

Built for Attorneys

Our Experts Make the Difference

Nota experts and Dedicated Specialists are Committed to your Practice’s Success.

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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.

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Business Credit Cards

Let your dedicated specialist help guide you to the right credit card for your firm, all with minimal hassle.

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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.

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Banking with M&T Bank

Committed to independent businesses, M&T Bank products and services are designed for businesses like yours.

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what our customers Say

“Nota is your practice in a snapshot. You don’t have to have three different windows and apps running at the same time.”

Matthew Blaisdell Owner,
Blaisdell Law
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Ready to change the way your firm banks?

We’re excited to show you everything Nota has to offer! Reach out today to discover how we can simplify your specific banking needs, or book a Nota demo for a complete product walkthrough with one of our banking experts.

 

Learn More  Book a Demo

Office Management Compatibility

Optimize your Workflows and Efficiency without switching between platforms.

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A payment partner

LawPay makes it easy to maintain trust account (IOLTA/IOLA) compliance

Integration

Nota Users see detailed LawPay client payment information right in their online trust account

Benefits

Access to partner-specific promotions: $60 Savings, Nota will waive your Monthly LawPay fee for 3 Months!

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CLEs

Access to 1000+ Lawline CLE Courses

Webinars

Access to Live Webinars

Benefits

1 Year Unlimited Access: $299 Savings, Nota users receive unlimited free access

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Business Valuation

Receive an accurate and free valuation of your business

Value

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

Benefits

Growgrade Consultation: $0 cost, Nota users receive a free consultation from Growgrade

Running A Law Firm is Tough. Your Banking Shouldn’t Be.

Discover how Nota Can Solve Your Unique Banking Needs

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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. Use of Nota does not ensure compliance with state rules and regulations applicable to Clients’ Funds Trust Accounts (IOLTA / IOLA) . 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 Nota. Attorneys whose offices and practices are in NY, NJ, MD, PA, DE, CT, VA, DC, NH, MA, ME, VT, FL, or WV are eligible for banking products/services through M&T Bank. The use of such M&T banking services is subject to certain terms, conditions, and agreements required by M&T.


© 2024 M&T Bank. All Rights Reserved.

1 - There is no charge for the use of Nota. M&T Bank’s standard deposit account and service fees may apply. Pricing subject to change.

2 - The advertised pricing is for new-to-bank customers that open both an M&T Clients’ Funds Trust Account (IOLTA / IOLA) and M&T Simple Checking for Business account and enroll in Nota. No charge for outgoing domestic wires up to $250k (in US Funds) within the Nota Application, when performed at the branch no charge for outgoing wires up to $2MM. Outbound domestic wire functionality is available for Clients’ Funds Trust Account (IOLTA / IOLA) and M&T Simple Checking for Business accounts in Nota. The customer must be a law firm with 10 or fewer partners, members, or managing members. Counsel, of counsel, associates, paralegals, support staff, and those in similar roles are not included for purposes of determining whether a law firm qualifies for the advertised pricing. M&T Bank’s standard deposit account and service fees still apply for those that are not enrolled in Nota. Account must be in good standing for at least 30 days.