<img height="1" width="1" style="display:none" src="https://q.quora.com/_/ad/1fc39a3687c042b3a3e2749da1d6fa61/pixel?tag=ViewContent&amp;noscript=1"> Nota, by M&T Bank. Banking built for lawyers to simplify IOLTA Management. – Only Nota, by M&T Bank, uses information directly from your bank account, so you can easily organize and reconcile client funds in real time.

Choose the account that is right for you

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Whether you are looking for simplified IOLTA account management, business checking management or both, we have you covered. Our Nota customer success specialists are here to assist with virtual account opening and will get you up and running on the platform.

green_check_icon (1) M&T Business Checking
green_check_icon (1) IOLTA
green_check_icon (1) Check out pricing here

 

Added value at no extra cost

Business checking management

 

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Category tagging

Set up custom categories to track income
and expenses

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Category reporting

See the breakdown of income and expenses by category

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Check register

Log outstanding checks in a digital check register

Trust account management

 

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Digital client sub-accounts

Create and track client matters

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Custom transaction notes

Notate transactions so you can see what they are for

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Check printing

Print professional business checks

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Custom alerts

Get notified for untagged transactions and cleared checks

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3-way reconciliation report

See the balancing of your adjusted trust, Nota client ledger and book balances

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7-year digital paper trail

Enjoy peace of mind

Optimize your workflows and efficiency

Nota works in collaboration with major practice management, legal payment and accounting platforms to minimize time spent working from two systems

 

Clio® - Map client matters from Clio to Nota with the click of a button

Rely on law firm banking experts

 

 

 

Nota’s customer success specialists are real people ready to help with all your banking needs. Supporting only attorneys, they are experienced in the tools, requirements and workflows of law firms.

green_check_icon (1)  Dedicated point of contact for banking and Nota platform questions

green_check_icon (1)  Human-powered chat support

green_check_icon (1)  Customized implementation and training

 

Learn More
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Have questions?

Call 1-800-724-1313 or email info@trustnota.com