Nota
IOLTA management, made simple.
Overview
Nota is a digital banking platform designed specifically for attorneys that combines business checking, IOLTA trust accounts, and integrated management software into one service. Offered through M&T Bank, Nota provides its IOLTA management software for free to customers who bank with them. It helps lawyers track and reconcile trust accounts, manage client ledgers, and stay compliant without a separate software subscription.
✨ Key Features
- Free IOLTA Management Software
- Integrated Business and Trust Bank Accounts
- Three-Way Reconciliation Reporting
- Client Ledger Management
- Online Payments
🎯 Key Differentiators
- Software is free with a bank account
- Fully integrated banking and trust management
- Designed by a bank (M&T) specifically for lawyers
Unique Value: Eliminates the cost and complexity of separate trust accounting software by bundling it for free with business and IOLTA bank accounts.
🎯 Use Cases (3)
✅ Best For
- Simplifying IOLTA management at no extra software cost
- Managing operating and trust accounts in one place
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms that do not or cannot bank with M&T Bank
- Firms outside of Nota's service area
🏆 Alternatives
Unlike standalone software, Nota integrates directly with the bank account, streamlining reconciliation and reducing the need for manual data entry.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
🔒 Compliance & Security
💰 Pricing
Free tier: Software is free for M&T Bank account holders
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