Banking Made for Law Firms
From the attorneys who inspired it to the bankers who built it — M&T Bank and Nota deliver a smarter, clearer, and more confident way to manage trust accounts. Purpose‑built for legal workflows. Backed by business‑banking expertise.
What Is Nota?
Nota is a cloud‑based banking and workflow platform designed specifically for solo and small law firms. It streamlines how you manage client funds, organize transactions, and stay on top of reconciliation — all backed by the reliability and security of M&T Bank.
With tools created for attorney workflows and the support of bankers who understand the legal profession, Nota helps you simplify trust accounting while improving the overall financial health of your practice.
Key Features
Digital Client Sub‑Accounts
Assign deposits and disbursements to specific client matters — automatically organized and ready for review.
Category Tagging & Reporting
Label income and expenses using custom categories and generate breakdowns in real time to understand firm finances at a glance.
Digital Check Register & Check Printing
Track outstanding checks and print new ones directly from your connected accounts.
Custom Alerts & Transaction Notes
Never miss an activity. Add context to each transaction and receive alerts for trust‑account actions that require follow‑up.
7‑Year Digital Audit Trail
Access years of organized records for clean audits, quick research, and peace of mind.
3‑Way Reconciliation Report
Produce reconciliation reports instantly — with all ledger, bank, and client‑matter balances aligned.
Limited-Time Business Banking Offers
Open a new M&T Merchant Services account and earn up to
$250
cash bonus when you process at least $2,000 over two months
OR
$500
cash bonus when you process at least $100,000 or more over two months
with required activities.{{d2016*}}
Offer good through June 30, 2026. Provide promo code MSCB226 at account opening.
Open a new Business Checking account and earn up to
$1,500{{d1387*}}
as a new customer when you have a qualifying balance
Offer good through June 30, 2026. Use promo code BO.
(Promo code automatically applies when you open your account online.)
Exclusive Member Benefits for Attorneys
Beyond core banking and trust‑management tools, Nota provides additional attorney‑focused benefits including:
Free credit‑eligible CLE access through LawLine
Custom transaction notes and alerts
Dedicated customer‑success support from banking professionals who understand law‑firm needs
Nota is also a trusted partner of several bar associations including The Florida Bar and Philadelphia Bar — delivering exclusive member benefits and simplifying trust‑account compliance for thousands of attorneys.
Transparent, Straightforward Pricing
Nota is designed to make legal financial operations easier — not more complicated.
Nota Platform
$25 monthly maintenance charge
M&T Clients’ Funds Trust Account (IOLA/IOLTA/IOTA){{d2071*}}
$0 monthly account maintenance fee
Outgoing Domestic Wires{{d2072*}}
$16.50 per wire
Why Attorneys Choose Nota
These integrations allow real‑time information flow across your essential software, helping you stay organized and compliant with less effort.
Built for the way law firms actually work
Nota removes tedious manual tasks and replaces them with simple, guided tools built around trust‑account rules and best practices.
Clear visibility across your accounts
Nota removes tedious manual tasks and replaces them with simple, guided tools built around trust‑account rules and best practices.
Works effortlessly with:
- Clio® — import matters, streamline IOLTA management, and reduce reconciliation time.
- QuickBooks® — simplify accounting and improve reporting.
- LawPay® — accept payments and move money with confidence.
"Nota allows us to streamline our trust accounting in tandem with Clio law practice management and online payments and with our accounting software, increasing accuracy, efficiency, and automated reconciliation and eliminating manual data entry, errors, and time-consuming matching of transactions. Nota has reduced monthly IOLTA reconciliations from about 2 hours to 30 minutes."
-Natasha M. Nazareth, Esq., Co-founder, Nazareth Bonifacino Law
Connect with us
Email: info@trustnota.com
Phone: 1-800-724-1313
Current Nota customers please reach out to your dedicated Customer Success manager.
