Supporting the Way Florida Attorneys Manage Trust Accounts
M&T Bank Nota is designed to support trust account workflows for solo attorneys and small law firms—helping you bring clarity and confidence to how funds are managed.
Exclusive to you, Nota will waive the monthly maintenance fee!{{d1255*}}.
See Nota in action
Watch a short demo to see how Nota supports trust account workflows—from client matters to reconciliation.
Your practice isn’t generic—and your trust account workflows shouldn’t be either.
When client funds are involved, clarity matters. Nota helps you bring structure to daily trust activity—so you can spend less time tracking and more time moving your practice forward.
Built with the realities of law firm workflows in mind
Designed to support trust organization and reconciliation
Backed by M&T Bank and dedicated support
Your practice isn’t generic—and your trust account workflows shouldn’t be either.
When client funds are involved, clarity matters. Nota helps you bring structure to daily trust activity—so you can spend less time tracking and more time moving your practice forward.
Built with the realities of law firm workflows in mind
Designed to support trust organization and reconciliation
Backed by M&T Bank and dedicated support
See Nota in action
Watch a short demo to see how Nota supports trust account workflows—from client matters to reconciliation.
An exclusive Florida Bar member benefit
As part of the Florida Bar member benefit, Florida Bar members receive a waived monthly maintenance fee{{d1255*}}. when registering through this page.
Register today and get started immediately
Complete the form to sign up for a one-on-one session.
Tools designed around trust account workflows
Built to help attorneys track, document, and reconcile trust activity with greater visibility.
Digital client sub-accounts
Organize trust activity by client matter for clearer tracking.
Custom transaction notes
Add context to transactions for easier review.
Bank connection / transaction sync
Pull in transaction activity to support oversight.
3‑way reconciliation view
Compare trust, ledger, and balances in one place.
Custom alerts
Get notified about transactions and checks.
7-year digital paper trail
Maintain documentation over time.
Tools designed around trust account workflows
Built to help attorneys track, document, and reconcile trust activity with greater visibility.
Digital client sub-accounts
Organize trust activity by client matter for clearer tracking.
Custom transaction notes
Add context to transactions for easier review.
Bank connection / transaction sync
Pull in transaction activity to support oversight.
3‑way reconciliation view
Compare trust, ledger, and balances in one place.
Custom alerts
Get notified about transactions and checks.
7-year digital paper trail
Maintain documentation over time.
Built in partnership with the legal community
“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.”
— Scott Westheimer, Former President of The Florida Bar
Built in partnership with the legal community
“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.”
— Scott Westheimer, Former President of The Florida Bar
Ready to see what trust visibility looks like?
Start with a short demo—or schedule time with the Nota team for a walkthrough aligned to your practice.
