Get to know Nota
LAW FIRM BANKING
Nota is a cloud-based platform that provides business banking solutions for solo and small law firms. It was designed to maximize your efficiency and offers transparent pricing and dedicated support from bankers with a deep understanding of the legal profession.
Nota Features
Business Checking Management
Set up categories of payments and deposits to help you track income and expense items like rent, court fees, and client payments. Money deposited to or withdrawn from your checking account can be assigned to a category and tracked. Plus, you can transfer funds between your Clients’ Funds Trust Account at M&T Bank (IOLTA/IOLA) and your M&T operating business checking account.
Category tagging
Set up custom categories to track income and expenses
Category reporting
See the breakdown of income and expenses by category
Check register
Log outstanding checks in a digital check register
Wires1
$16.50 fee to initiate outbound wire transfers from within Nota
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 free access to credit CLE through LawLine.
Exclusive bar relationships
We have built strong relationships with bar associations over the years as we’ve worked toward our 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.
Trust account management
You no longer need spreadsheets or ledgers to track your client balances. All money in and out of your Clients’ Funds Trust Account (IOLTA / IOLA/IOTA) can be assigned to a client matter and conveniently reconciled. Customers also receive the following services:
Digital client sub-accounts
Custom transaction notes
Check printing
Wire transfers
Custom alerts
3-way reconciliation report
7-year digital paper trail
Get the whole picture. Finally.
INTEGRATIONS
Nota easily integrates with your existing software, including Clio®, QuickBooks®, and LawPay©, bringing all your banking tools together into a unified system. Information moves automatically from your practice management, legal payment, and accounting platforms, saving you time and helping you focus on your most important work.
The Nota difference
Designed specifically for law firms, Nota streamlines workflows, provides money movement functionality, and improves customer satisfaction. This frees you up to focus on the important stuff — your clients and the communities you serve.
What clients are saying
“Lawyers and numbers do not go hand-in-hand. Nota literally spoon-feeds you and has made one of the anxious parts of my job seamless.”
Erina Ponzini, Partner, Gugliotta & Ponzini, P.C.
“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
“I no longer have to do a reconciliation every month — I can do it immediately. As a result, I don’t have to pay my CPA for help as often. Reconciliation is definitely not as painful anymore.”
Jose Campos, Owner, Law Offices of Campos & Associates
