Nota
Nota offers no-cost, cloud-based business banking solutions tailored for solo and small law firms, integrating with practice management, accounting, and payment systems to enhance efficiency.
Business Banking Solutions for Attorneys
Nota offers a suite of business banking solutions tailored specifically for attorneys managing solo and small law firms. The platform facilitates both business checking and trust account management, providing a no-cost, cloud-based solution. Nota integrates seamlessly with practice management, legal payment, and accounting systems, aiming to optimize efficiency for legal professionals.
Features and Tools
Nota includes several key features to enhance the banking experience for law firms. These include 3-way reconciliation, check printing, and tool integration. The platform also provides instant transfers between Clients’ Funds Trust Account (IOLTA/IOLA) and business checking accounts in a trackable, audit-ready format. Real-time reconciliation and custom alerts for account changes further streamline fund management. Additionally, Nota offers a business credit card management feature, business lines of credit, and term loans.
Simple and Transparent Pricing
Nota stands out with its simple pricing model that eliminates monthly maintenance fees and minimum balance requirements. Law firms can also benefit from higher mobile check deposit limits when opening an M&T Bank business checking account. Nota gives legal professionals peace of mind with features like a 7-year digital paper trail and custom alerts for untagged transactions and cleared checks.
Integrations and Unified System
Nota's platform integrates with major practice management tools such as Clio to ensure a seamless workflow. These integrations help in automating information transfer between systems, reducing manual entry, and minimizing errors. Nota supports client mapping, allowing for easy tracking of client matters and providing a unified system where law firm tools and banking functions operate synchronously.
Customer Support and Member Benefits
Nota provides dedicated support from customer success specialists who understand the specific tools, requirements, and workflows of law firms. These specialists assist with customized implementation and training to ensure optimal use of the platform. Nota also offers member benefits like no-cost access to an ethics credit CLE through LawLine and has established an exclusive member benefit partnership with The Florida Bar.