<img height="1" width="1" style="display:none" src="https://q.quora.com/_/ad/1fc39a3687c042b3a3e2749da1d6fa61/pixel?tag=ViewContent&amp;noscript=1">

Nota Features

Take Control of Your Accounts

annotation, real-time reconciliation, and financial services with concierge support

Client Trust Accounts

Client Trust Accounts

Nota allows you to take control of your IOLTA/IOTA trust accounts with bank-verified tools and reporting.

trust
Operating Accounts

Operating Accounts

We understand the unique needs of attorneys and have created solutions that streamline your business banking.

operating
BCC-Icon

Business Credit Card

(NOW LIVE)

Get a complete look at your firm’s business banking. Nota allows you to review and organize your Business Credit Card account.

BCC
BLOC-1

Business Lines of Credit

Prepare for the unexpected with funds you can access anytime.

BCC
Term_loans

Term Loans

Finance capital and large purchases, real estate renovations and more with our flexible, accessible term loans.

BCC
Bank Reconciled-1-1

Bank Reconciled

Minimize financial risk with real-time, bank-verified reconciliation of your accounts

Direct Annotations (1)

Direct Annotations

Annotate and separate transactions directly against the bank ledger

Track by Client

Track by Client

One-click access to all transactions by client for complete analysis and reporting

Custom Alerts-2

Custom Alerts

Set alerts for account changes you don’t want to miss, like a check clearing funds or a balance threshold reached

Print Checks

Print Checks

Print checks on your accounts directly from the Nota dashboard, and have it logged automatically

Wire Funds

Wire Funds

Send wires from Nota, with compliant electronic record-keeping at no charge.

Built for Attorneys

Our Experts Make the Difference

Nota experts and Dedicated Specialists are Committed to your Practice’s Success.

customer support

Concierge Customer Support

Nota customers benefit from a single point of contact, trained in the unique needs of legal banking, to provide support and answer any questions you have.

BCC-Icon

Business Credit Cards

Let your dedicated specialist help guide you to the right credit card for your firm, all with minimal hassle.

loan

Grow Your Firm With A Loan

Because we understand your unique needs, your Nota specialist will help secure a competitive loan with M&T Bank to grow your law practice.

bank

Banking with M&T Bank

Committed to independent businesses, M&T Bank products and services are designed for businesses like yours.

Our_Experts_NOTA

what our customers Say

“Nota is your practice in a snapshot. You don’t have to have three different windows and apps running at the same time.”

Matthew Blaisdell Owner,
Blaisdell Law
medium

Ready to change the way your firm banks?

We’re excited to show you everything Nota has to offer! Reach out today to discover how we can simplify your specific banking needs, or book a Nota demo for a complete product walkthrough with one of our banking experts.

 

Learn More  Book a Demo

Office Management Compatibility

Optimize your Workflows and Efficiency without switching between platforms.

lawpay

A payment partner

LawPay makes it easy to maintain trust account (IOLTA/IOLA) compliance

Integration

Nota Users see detailed LawPay client payment information right in their online trust account

Benefits

Access to partner-specific promotions: $60 Savings, Nota will waive your Monthly LawPay fee for 3 Months!

lawline

CLEs

Access to 1000+ Lawline CLE Courses

Webinars

Access to Live Webinars

Benefits

1 Year Unlimited Access: $299 Savings, Nota users receive unlimited free access

Running A Law Firm is Tough. Your Banking Shouldn’t Be.

Discover how Nota Can Solve Your Unique Banking Needs

Learn More  

 

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 29/15/2024. Nota Monthly Maintenance fee is not applicable to existing customers signed up for Nota prior to 29/15/2024.

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. The customer must be a law firm with 10 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. 

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.