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Elevating FL Law Firms with Nota Trust Accounting Software

The Ultimate Trust Solution For Florida Bar Members

Trust accounting has long been a complex and challenging aspect of legal practice for lawyers throughout Florida. Managing client funds, ensuring compliance, and staying up-to-date with evolving regulations can be overwhelming. Fortunately, a new solution has emerged on the legal tech scene: Nota Trust Accounting Software. This cutting-edge platform, recently introduced to members of The Florida Bar, aims to simplify trust accounting and provide attorneys with the tools they need to focus on what they do best - practicing law.

What is Nota Software?

Nota Software by M & T Bank is a revolutionary tool designed to streamline trust accounting for lawyers, particularly solo practitioners and small firms. Developed with the unique needs of legal professionals in mind, this platform aims to make trust accounting efficient, transparent, and hassle-free.

Nota's Key Features

  • Operating Accounts: Nota allows users to create digital client sub-accounts, making it easy to manage client funds and track financial matters efficiently.
  • Direct Annotations: Lawyers can add custom transaction notes to notate transactions, providing clarity and ensuring a clear understanding of each financial entry's purpose.
  • Bank Reconciliation: By linking their bank accounts to Nota, lawyers can sync transactions seamlessly, reducing the risk of manual errors and discrepancies.
  • 3-Way Reconciliation: Nota provides a clear view of the balancing of adjusted trust, Nota client ledger, and book balances, simplifying the reconciliation process.
  • Custom Alerts: Users receive notifications for untagged transactions and cleared checks, helping them stay on top of their financial records.
  • 7-Year Digital Paper Trail: Nota ensures that you have a comprehensive and easily accessible digital record of your financial transactions, offering peace of mind and enhancing compliance.

How Can Nota Help Lawyers?

Nota Software provides lawyers and law firms with a suite of powerful tools to simplify their trust accounting processes. This innovative platform automates many manual tasks associated with trust accounting, enabling lawyers to efficiently manage client funds, track transactions, and ensure compliance with ease. Nota's commitment to transparency is a key advantage, as it offers a clear view of financial data, facilitating the identification of discrepancies and promoting trust with both clients and regulatory bodies.

In addition to streamlining trust accounting, Nota delivers substantial time and cost savings. By automating various aspects of accounting, it reduces the need for costly manual services, allowing lawyers to redirect their resources toward serving clients and expanding their practices.

Perhaps most importantly, Nota Software offers peace of mind to lawyers. It establishes a comprehensive 7-year digital paper trail and ensures easy access to financial records. This not only simplifies the audit process but also reduces the stress associated with compliance checks and audits. In a profession where trust and precision are paramount, Nota Software emerges as an invaluable ally for Florida lawyer

Microtech's Experience at the Nota Launch Event

Last Wednesday, September 13th, Microtech had the pleasure of attending the Nota Software launch event at the Marriott Harbor Beach Resort & Spa in Fort Lauderdale, Florida. The event commenced with engaging presentations from key figures, including Scott Westheimer, President of The Florida Bar, and Paul Garibian, CEO of Nota. Their speeches underscored the value of Nota Software in simplifying trust accounting for lawyers. They emphasized how the platform is revolutionising the way legal professionals handle their financial responsibilities.

One of the standout features of the event was the announcement that Nota Software would be available to members of The Florida Bar at no cost. This exclusive benefit garnered significant excitement among attendees, as it promises to make trust accounting more accessible and affordable for lawyers in the state.

Attendees had the opportunity to witness live demonstrations of Nota's features in action. These demos showcased how lawyers can effortlessly manage their trust accounting tasks using the platform, emphasizing its user-friendly interface and efficiency.

Furthermore, the event provided an excellent platform for networking and collaboration among legal professionals. Lawyers and law firms had the chance to connect and share insights on how Nota Software could benefit their practices. It was evident that the legal community saw great potential in this innovative solution. The overall atmosphere at the event was one of excitement and optimism. Lawyers and law firm representatives expressed their eagerness to leverage Nota Software to simplify trust accounting and improve their practice's financial management. It was clear that Nota's launch event had successfully conveyed the platform's potential and left a lasting impression on those in attendance.


In a legal landscape where trust accounting can be a complex and time-consuming aspect of practice, Nota Software emerges as a game-changer. This innovative platform, now available to members of The Florida Bar at no cost, promises to simplify trust accounting, enhance transparency, and provide lawyers with the tools they need to excel in their profession.

At Microtech, we were delighted to attend the Nota Software launch event in Ft Lauderdale and witness firsthand the enthusiasm and excitement surrounding this groundbreaking solution. Our commitment to ensuring the success of our IT services for law firms keeps our team attending events such as this. We understand the critical role that technology plays in trust accounting and compliance.

Our dedicated team is committed to ensuring the seamless and efficient operation of your law firm's technology. We stand ready to establish the essential IT and cybersecurity infrastructure required for the seamless integration of Nota Software into your practice. We encourage all members of The Florida Bar to explore Nota Software and leverage this exclusive benefit. Rest assured, should you ever require assistance with your technology, Microtech is here to provide unwavering support every step of the way.

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