Nota by M&T Bank Integration for Clio

Key benefits for your firm

Account for every penny in real-time
Account for all funds in your client trust account in real-time with digital client sub-accounts. Nota also suggests client matters to make tagging transactions even easier.
Simplify your reconciliation process
Use 3-way reconciliation to keep your IOLTA account continuously reconciled. This is a one-click report that shows the balancing of your IOLTA total balance, Nota client ledger and book ledger. Seamlessly import your client matters from Clio into Nota to ensure your client ledger is always correct and in balance.
Enjoy built-in controls
Get notified with custom alerts when checks clear your account and enjoy peace of mind with a 7-year digital paper trail with custom notes for every client transaction.

Nota’s integration with Clio Manage gives you the ability to select and import Clio client matters automatically into Nota, which saves time and eliminates double entry.
Save time with IOLTA reconciliation by eliminating the double entry of client matters, allowing you a seamless experience in tagging transactions to client matters in Nota.

Ready to improve your workflow with Nota by M&T Bank and Clio Get Started