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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 support from bankers who know attorneys.

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Our Features

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 Clients’ Funds Trust Account (IOLTA / IOLA) and business checking account in a trackable, audit-ready format.

Trust Account Management

No more using spreadsheets or ledgers to track your client balances. All money in and out of your Clients’ Funds Trust Account (IOLTA / IOLA) 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 Clients’ Funds Trust Account (IOLTA / IOLA) to your home/office printer.

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Simple Pricing

Our pricing is simple. Nota charges a $25 monthly maintenance fee for its benefits and services. To use Nota, you must have an M&T Bank IOLTA and/or a Business Checking account along with M&T Online Banking for Business.²

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.

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Service Support

Premier 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.

Member Benefits

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.

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Exclusive Bar Relationships

We value legal community collaboration and have built strong ties with Bars in our region, sharing a common objective of empowering lawyers for success. Our latest initiative involves partnering with The Florida Bar to provide an exclusive member benefit, enhancing resources for lawyers' thriving practices.
eBook

Complimentary eBook: Avoid banking headaches as a small firm attorney. 

As Seen In

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Integrations

Get the whole picture.
Finally.

Nota’s integrations connect your everyday law firm and banking tools together into a unified system. Information moves automatically from your practice management, legal payment and accounting platforms into Nota so you can save time and focus on your most important work.

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Integrations

Experience the stories of our clients

 

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Enroll today, for just $25 per month!

Nota is easy to use and quick to set up.

Learn More
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Have questions?

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

 

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 Nota Monthly maintenance fees apply to new customers as of 07/29/2024. Nota Monthly Maintenance fee is not applicable to existing customers signed up for Nota prior to 07/29/2024.

2 $16.50 for outgoing domestic wires up to $1MM (in US Funds) within the Nota Application and when performed at the branch for outgoing wires up to $2MM. Outbound domestic wire functionality is available for Clients’ Funds Trust Account (IOLTA / IOLA) and an M&T Simple Checking for Business or M&T Tailored Business Checking account in Nota. M&T Bank’s standard deposit account and service fees still apply for those that are not enrolled in Nota. 

All M&T checking accounts are subject to M&T standard account agreements.

Unless otherwise specified, all advertised offers and terms and conditions of accounts and services are subject to change at any time without notice. After an account is opened or service begins, it is subject to its features, conditions and terms, which are subject to change at any time in accordance with applicable laws and agreements. Please contact an M&T representative for details.