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M&T Bank Nota

Business banking solutions designed for solo and small law firms
  • CLIO MANAGE
Available in the United States
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

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