“M&T NOTA is intuitive, transparent, and incredibly time-saving — it eliminates the stress and risk around IOLA/IOLTA compliance, gives clear visibility into every transaction, and integrates smoothly into existing workflows without adding unnecessary complexity. It’s also built with real customer support for lawyers, which means you’re not explaining your world to someone who doesn’t get it.

I’d recommend Nota services to any attorney or firm that wants to:

• Simplify trust and operating account management.
• Stay audit-ready and compliant without the headaches.
• Free up admin and paralegal staff from manual reconciliation tasks.
• Gain peace of mind knowing client funds are properly safeguarded and tracked.

In short it is for any attorney who wants peace of mind and more time to focus on clients.”

“I’ve been using M&T Bank for both my business operating and IOLTA accounts for a while now, and I’ve never had any issues. Their service has always been smooth and reliable.

But what really impressed me is their product Nota—it’s honestly a blessing for attorneys. It makes reconciling my IOLTA account incredibly easy. I can assign transactions to specific client matters, track expenses across my operating account, IOLTA, and even my credit card—all in one place. What used to take me hours now takes just a few minutes. That time-saving feature alone is worth it!

Plus, Nota integrates with LawPay, Clio, and QuickBooks, which makes managing everything—from billing to accounting—so much more seamless.

I genuinely love this product and highly recommend it to any lawyer who wants to simplify trust accounting and stay compliant without the headache.”

“M&T Nota has transformed how I handle client funds and trust accounting. The platform’s seamless integration with Clio allows me to tag transactions to specific client matters, reconcile accounts effortlessly, and maintain a clear digital paper trail—all without spreadsheets or manual ledgers. Nota’s intuitive dashboard and real-time alerts ensure compliance with IOLTA requirements while giving me peace of mind that every dollar is accounted for. Their dedicated support team understands the legal profession and responds quickly to any questions. Nota is not just a banking tool—it’s a practice management ally that lets me focus more on my law practice and less on administration.”

“Nota makes running my solo practice significantly easier. I can see, with just a few clicks, exactly what each client has in escrow. It’s straightforward, intuitive, and built in a way that makes trust accounting feel almost satisfying. I actually enjoy matching transactions, it feels organized, efficient, and almost gamified.

There’s real peace of mind in knowing that my trust account is always accurate and audit-ready. As a solo attorney, that kind of confidence in my systems is invaluable. I recommend Nota to any attorney who wants a tool that simplifies trust accounting without sacrificing precision.”

“NOTA by M&T Bank is an excellent program to organize your IOLA/escrow account as well as your other accounts.  I have been a part of the Nota Advisory Board for many years, and it is always impressive to see the design team take into consideration my suggestions to make the site better and more productive from an attorney/user point of view. “