Bar association relationships
MEMBER BENEFITS
At Nota, we understand the importance of strong partnerships with legal professionals. By collaborating with bar associations, Nota supports attorneys by providing tools that can simplify trust account management and help attorneys meet bar requirements.
Why partner with Nota?
Build trust, improve efficiency, and strengthen client relationships with Nota’s bar relationships program.
Nota's platform gives attorneys visibility into their bank accounts and integration with their workflows. Designed specifically for attorneys, the platform streamlines client IOTA/IOLTA accounts and works seamlessly with certain practice management, legal payment, and accounting platforms.
Streamlined workflows
Simplify your banking processes
Protected communication
Help protect sensitive client information
Custom solutions
Tailored services for busy attorneys
Trusted network
Connect with experienced M&T Bank teams
Ongoing support
Access resources, training, and more
The Florida Bar
In September 2023, Nota by M&T Bank embarked on an exclusive member benefit with The Florida Bar. This agreement marks a significant milestone for us.
Nota and the Florida Bar offer a platform with a transparent view to help simplify trust management.
The Philadelphia Bar
In January 2024, M&T Nota welcomed members of the Philadelphia Bar Association to an exclusive member benefit. This exclusive benefit for members of The Philadelphia Bar is now available.
Scott Westheimer
Former President of The Florida Bar
“With Nota, our members have access to the latest in trust accounting technology and a provider who can help them focus on the growth and continued success of their practice.”
With Nota, you can say goodbye to trust accounting challenges, simplify accounting and get back to the work that matters: helping your clients.
Have questions?
Call 1-800-724-1313 or email sales@trustnota.com
Our sales team is available Monday through Friday from 8am to 5pm EST.
