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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 - 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.

Integrations
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.

Register Today for Access

Sign up to take advantage of this no-cost
benefit and simplify Trust Accounting with Nota.

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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.