M&T Nota welcomes members of the Philadelphia BAR
THE PHILADELPHIA BAR
Take control of your accounts using annotation, real-time reconciliation, and financial services with M&T Nota.
Register today and get started immediately
Take advantage of this exclusive benefit for members of The Philadelphia Bar.
Complete the form to sign up for a one-on-one session.
Features
Business checking management
All money in and out of your checking account can be assigned to a category and tracked to the penny. Plus, you can create instant transfers between your Clients’ Funds Trust Account (IOLTA / IOLA) and 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
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$16.50 fee to initiate 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.
Trust account management
You no longer need to use spreadsheets or ledgers to track your balances. All money in and out of your Clients’ Funds Trust Account (IOLTA / IOLA) can be assigned to a client matter and reconciled. Customers receive the following services:
Digital client sub-accounts
Custom transaction notes
Check printing
Wire transfers
Custom alerts
3-way reconciliation reports
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 in a single, unified system. Information moves automatically from your practice management, legal payment, and accounting platforms so you can save time and focus on your most important work.
