Take control of your accounts
Annotation, reconciliation, and financial services with concierge support
Client Trust accounts
Nota allows you to take control of your Clients' Funds Trust Accounts (IOLTA/IOTA/IOLA) with tools and reporting.
Operating accounts
We understand the unique needs of attorneys and have created solutions that help streamline your business banking.
NEW NOTA FEATURE
Track Client Matters in Your Operating Account
Manage earned client funds without IOLTA complexity.
For attorneys who prefer to receive and manage earned client funds directly in their operating account, Nota now offers dual-tagging functionality. You can:
- Track expenses per client for upfront costs.
- Tag deposits by client matter to maintain visibility and accountability.
- Simultaneously tag for income tracking, keeping your books clean without prematurely recognizing revenue.
This gives you the flexibility to track client-related funds accurately—without needing to route them through a trust account.
Ideal for flat-fee or subscription-based practices
Keeps operating and income records organized
Supports ethical and financial transparency
Our features
reconciled
Minimize financial risk with reconciliation of your accounts.
Direct annotations
Annotate and separate transactions directly against the ledger.
Track by client
One-click access for complete analysis and reporting.
Custom alerts
Set alerts for account changes you don’t want to miss
Print checks
Print checks on your accounts directly from Nota
Wire funds{{d1246*}}
Send wires with complimentary electronic record-keeping
Our experts make the difference
Nota experts and dedicated specialists are committed to your firm’s success.
Concierge customer support
Nota customers benefit from a single point of contact, trained in the unique needs of attorneys, to provide support and answer any questions.
Business credit cards
Let your dedicated specialist help you find and apply for the right M&T credit card.
Grow your firm with a competitive loan
Your Nota specialist will help you apply for competitive loan with M&T to grow your law practice.
Ready to change the way you bank?
We’re excited to show you everything Nota has to offer. Connect with our experts and find out how we can help meet your specific needs.
Office management compatibility
Optimize your workflows and efficiency without toggling between platforms.
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: $57 savings, Nota will waive your monthly LawPay fee for 3 months{{d1253*}}
CLEs
Access to 1000+ Lawline CLE courses
Webinars
Access to live webinars
Benefits
1 year unlimited access: $299 savings, Nota users receive unlimited access{{d1254*}}
The M&T advantage
Access financial products and discounted business services that can help you manage your cash flow, accept payments, and disburse funds — all while saving time and money.
Running a law firm is tough. Your banking shouldn’t be.
Discover how Nota help can meet your unique needs.
