Banking built for
personal injury lawyers

As a personal injury lawyer, your top priority is supporting clients through their claims process - not IOLTA management. Let Nota help manage client funds, reconcile transactions and track expenses so you can stay focused on what really matters - your clients.

Learn More

Call a Nota Guru
716-271-2680

Bank when and
where you want

With M&T Bank’s remote account opening and banking solutions.

View and manage your IOLTA online

Enjoy M&T Bank’s remote account opening process without leaving your home or office and bank when and where you want with online banking. You can also deposit checks right from your phone with Remote Check Deposit from M&T Bank.*

Easily account for every penny in real-time

With virtual client sub-accounts with smart reconciliation.

Easily account for every penny in real-time

No more using spreadsheets or ledgers to track your individual client balances. All money in and out of your IOLTA account can be assigned to a client, and reconciled down to the penny. Since Nota is connected with your bank account, you can easily organize and reconcile client funds in real-time.

Oversee retainer tracking
and client invoicing

With easy visibility and tracking capability.

Oversee retainer tracking and client invoicing

Track your personal injury cases on retainer right in Nota, accept payments and awards into your IOLTA, and create a disbursement transaction as funds are disbursed to clients.

Don't fear
the audit

With a 7-year paper trail
that's all digital.

Don't fear the audit

Minimize the risk around commingling funds or overdrafting. Never worry again if your account is out of balance. Tracking all outstanding payments and create a reconciliation report with the click of a button. Create custom notes for all transactions and enjoy peace of mind with a 7-year data retention period.

Enjoy integration
with LawPay

With features like tagging and custom alerts.

Enjoy integration with LawPay

Continue to invoice clients and process payments through LawPay and have full integration into your client matters and trust reconciliation in Nota.

Keep your IOLTA account continuously reconciled

With built-in bank account integration.

Keep your IOLTA account continuously reconciled

Reconcile with the click of a button. Our built-in bank account integration helps prevent compliance mistakes before they happen. Get notified when checks clear your account and digitally transfer funds between your IOLTA and operating accounts to help minimize overdrafts.

Join the thousands of attorneys who bank with

Watch how Nota supercharges your IOLTA management

Top 5 SBA Lender

TOP 10 FOR 10 YEARS STRAIGHT

Forbes Top 50

OF AMERICA’S BEST BANKS

Top 5% of Banks

GREENWICH ASSOCIATES

Delighted Customers, Delighted Firms

Jose Campos

Law Offices of Campos & Associates

Daniel Schneider

Farber, Schneider and Ferrari LLP

Matthew Blaisdell

Blaisdell Law

I can now reconcile in real-time

“I no longer have to do a reconciliation every month—I can do it immediately.

As a result, I don’t have to pay my CPA for help as often. Reconciliation is definitely not as painful anymore.”

I can account for every single dollar in my trust account

“With Nota, I can classify and account for every single dollar in my trust account, which makes me sleep well at night.

I think it’s a critical component for any attorney who is serious about managing their IOLA funds.”

I’ve really been enjoying how easy Nota is

“I’ve really been enjoying how easy Nota is.

I don’t have to move from one software to another. Everything’s there so I can move funds without creating any stress around accounting.”

You went to law school to be a lawyer, not an accountant

Free yourself from IOLTA management headaches.