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You went to law school to practice law, not to be an accountant.
Welcome members of
The Philadelphia Bar Association
Take control of your accounts using annotation, real-time reconciliation, and financial services with Nota by M&T Bank - All with concierge support and all at no cost to you.
Don’t take our word for it:
Annelies M. Florida Attorney
"I cannot say enough nice things about Nota, Tim, and the entire M&T team. The Nota software is amazing- it makes my life so much easier. I get reminders when I have any trust activities and follow-up reminders if I get busy and don’t get to the task. I’m no longer concerned that I missed a trust activity- Nota does the worrying for me.”
Benefits of Nota
Digital client sub-accounts
Create and track client matters
Custom transaction notes
Notate transactions so you can see what they are for
Link to your Bank
Sync transactions from your Bank to Nota
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3-Way Reconciliation
See the balancing of your adjusted trust, Nota client ledger and book balances
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Custom alerts
Get notified for untagged transactions and cleared check
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7-year digital paper trail
Enjoy peace of mind
Say goodbye to trust accounting challenges, simplify compliance
and get back to the work that matters: helping your clients.
Together, Nota and The Philadelphia Bar bring you a platform with a transparent view to help make trust management effortless. Register Today!
Scott Westheimer
President of The Florida Bar
“With Nota, our members have access – at no cost – to the latest in trust accounting technology and a provider who can help them focus on the growth and continued success of their practice.”
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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.
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.
Simple Pricing
Our pricing is simple - there is no charge for Nota. When you open an M&T Bank business checking account with or without a Clients’ Funds Trust Account (IOLTA / IOLA), there are NO monthly maintenance fees, NO minimum balance requirements, higher mobile check deposit limits, and more.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.
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.
Register Today for Access
Sign up to take advantage of this no-cost
benefit and simplify Trust Accounting with Nota.
Nota is powered by M&T Bank
For more than 160 years, M&T has helped people and businesses manage their money and make sound financial decisions, so they can live better today and realize their goals for tomorrow. Recognized for its financial strength and sound management, we are proud to continue our tradition of reliability in the way we serve our customers and support the communities where we live and work.
Wilmington Trust is a leading provider of wealth and institutional services for M&T Bank. For more than a century*, generations of families and institutions have relied on Wilmington Trust for solutions to their complex needs. Backed by the deep experience of our professionals and a forward-looking mindset, we bring a blend of knowledge, experience, and resources to every client relationship that we serve.
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See what M&T Bank and Wilmington Trust can do for you.