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   * Blog
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 * Learn More
 * About Us
 * Sign Up
 * Log In
 * Pricing
 * Resources
   * Blog
   * News & Events


BANKING BUILT FOR LAW FIRMS 

Designed with attorney insights, Nota is a no-cost, cloud-based platform that
provides business banking solutions for attorneys managing solo and small law
firms.1

Learn More
Call Now
1-800-724-1313



AS SEEN IN




MAINTAIN AND MANAGE YOUR FIRM'S FINANCES ALL IN ONE PLACE

Nota offers business checking and trust account management that integrates into
the workflow of your law firm.
With 3-way reconciliation, check printing, and tool integration with your
practice management, accounting and payment systems, Nota is banking designed to
maximize your efficiency and offers transparent pricing and dedicated concierge
support from bankers who know attorneys.



NEW - Business Checking Management

Categorize all money in and out of your business checking account to track
income, expenses and client activity

NEW - Business Checking Management

Set up categories and track income and expense items like payroll, rent, court
fees and client payments. All money in and out of your checking account can be
assigned to a category and tracked to the penny. Plus you can create instant
transfers between your IOLTA and business checking account in a trackable,
audit-ready format.

Trust Account Management

Reconcile down to the penny by assigning all money in and out of your IOLTA
account to client matters

Trust Account Management

No more using spreadsheets or ledgers to track your client balances. All money
in and out of your IOLTA account can be assigned to a client matter and
reconciled in real-time right down to the penny. Use Nota’s 3-way reconciliation
report to support the reconciliation process. And you can print checks from your
IOLTA to your home/office printer.

Simple Pricing

Enjoy no hidden fees with our transparent, best-in-class pricing2

Simple Pricing

Our pricing is simple - there is no charge for Nota. When you open an M&T Bank
IOLTA and business checking account together, you get NO monthly maintenance
fees, NO minimum balance requirements, waived charges on wires, higher mobile
check deposit limits and more.2 Check out the full features and pricing here.

Integrations

Optimize workflows and efficiency through seamless integration with LawPay®,
Clio® and QuickBooks®

Integrations

Connect your bank account with the tools you use every day and eliminate the
time spent working between two systems. Nota works in collaboration with major
practice management, legal payment and accounting platforms to optimize your
efficiency.

Concierge Service

Receive dedicated support from customer success specialists who only work with
attorneys

Concierge Service

Nota's customer success specialists are here to help you with all your banking
needs. Supporting only attorneys, they understand the tools, requirements and
workflows of your law firm. And they take your business just as seriously as you
do.

Nota Perks


JOIN NOTA AND RECEIVE MEMBER BENEFITS LIKE ACCESS TO CONTINUING LEGAL EDUCATION
AT NO COST

Nota Perks

Enjoy extra benefits tailored to the unique needs of running a law firm such as
no-cost access to an ethics credit CLE through LawLine.




EXPERIENCE THE STORIES OF OUR CLIENTS



Rachael Davey | Owner, Davey Law

 
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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.”

Jose Campos - Law Offices of Campos & Associates




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.”

Daniel Schneider - Farber, Schneider and Ferrari LLP




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.”

Matthew Blaisdell - Blaisdell Law




READY TO CHAT?


SCHEDULE TIME TO LEARN HOW NOTA CAN HELP STREAMLINE YOUR FIRM'S ACCOUNT
MANAGEMENT



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Have questions? Call 1-800-724-1313 or email sales@trustnota.com.
Our sales team is available Monday through Friday from 8am to 5pm EST.




Banking services powered by M&T Bank, Member FDIC.

References to “IOLTA” 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 and is available to attorneys
whose offices and practices are in NY, NJ, MD, PA, DE, CT, VA, DC, FL, or WV.
IOLTA accounts held by lawyers in these states must be subject to applicable
state rules and regulations. 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 M&T Bank.

© 2021 M&T Bank. All Rights Reserved.


PRACTICE AREAS

 * Bankruptcy Law
 * Business Law
 * Civil Litigation Law
 * Criminal Law
 * Employment Law
 * Estate Planning Law
 * Family Law
 * Immigration Law
 * Personal Injury Law
 * Real Estate Law


COMPANY

 * About Us




Disclosures:

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

2 The advertised pricing is for new-to-bank customers that open both an M&T
IOLTA and M&T Simple Checking for Business account and enroll in Nota.  All wire
charges on the operating account are waived. This includes phone, online, and
branch-initiated wires. Outbound domestic wire functionality is only available
with a linked operating account. The customer must be a law firm with 5 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. 

 




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