
Starting at
$25
per month USD
Key benefits for your firm
-
Streamlined Trust Account Management
Easily manage trust accounts with digital sub-accounts tied to client matters. Assign funds, print checks, and generate 3-way reconciliation reports—all in one place. Stay organized, compliant, and efficient without manual tracking. -
Simplified Reconciliation Process
Reconcile with confidence using automated transaction matching, clear audit trails, and easy-to-read reports. Save time and reduce errors with a simplified process designed for accuracy and compliance—no spreadsheets required. -
Built-in Financial Controls
Stay on top of your finances with customizable alerts for transactions and checks. Enjoy peace of mind with a 7-year digital paper trail, complete with searchable records and custom notes—giving you confidence, control, and clarity without the clutter.
How M&T Bank Nota works with Clio
-
Simplify trust account management with M&T Bank Nota + Clio
M&T Bank Nota’s integration with Clio Manage makes it easy to import your client matters information directly into Nota—no duplicate data entry required.
Quickly tag transactions to client matters and streamline your IOLTA reconciliation process, saving time and reducing risk. Designed with law firms in mind, Nota can help you stay organized and compliant with less effort.
-
Ready to improve your workflow with M&T Bank Nota and Clio? Get Started
Browse by category
Helpful resources
-
Getting set up
If you need detailed instructions on connecting M&T Bank Nota to Clio, you may visit this site.
-
Security and privacy policy
We are committed to protecting your privacy.
View M&T Bank Nota’s privacy policy, terms of service and security policy. -
Additional support
Contact M&T Bank Nota’s support at [email protected] or 1-800-724-1313