<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.

Remote account opening and banking

  • Bank when and where you want
  • Open an M&T IOLTA account and Online Banking for Business for trust account management
  • There’s no cost and you can stop at any time

Complement your
current process

  • No manual entry of dollar amounts in/out of account
  • Complete instant reconciliation as many times as you like, whenever you want
  • Obtain clean, instant client reports
  • Receive alerts for untagged transactions/cleared checks

Ditch the
manual effort

  • Stop wasting time and avoid possible errors
  • Use Nota for just a few minutes each day
  • Save hours at the end of the month
  • Reconcile down to the penny

Enjoy built-in
controls

  • Track adjusted balance and pending checks to help avoid overdrafting and mixing of client funds
  • Use the “Smart Tag” feature to automatically match a cleared check with the appropriate client matter
  • Add custom notes to keep track of transactions
  • Receive daily or weekly transaction alerts to help account for float

Get the support
you need

  • Walk through the set-up process with our dedicated Customer Success team (typically only takes 15-20 minutes)
  • Receive training for all users either live or via recording
  • Don’t worry about setting up all your clients at once – it can be done at your own pace
  • Enjoy Nota’s easy-to-use intuitive design

Let's have a quick chat!

Take control of your banking experience.

Learn More

See what Nota users have to say

 
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Jose Campos

Law Offices of Campos & Associates.
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Daniel Schneider

Farber, Schneider and Ferrari LLP
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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.”