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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Nota is a free, cloud-based solution tailored specifically for attorneys operating solo or in small law firms, designed with valuable insights from legal professionals. It features comprehensive tools such as three-way reconciliation, check printing capabilities, and seamless integration with practice management, accounting, and payment systems, all aimed at enhancing your operational efficiency. Nota provides transparent pricing alongside dedicated support from bankers who understand the unique needs of attorneys. You can easily categorize and monitor income and expenses, including payroll, rent, court fees, and client payments, ensuring meticulous financial oversight. Every transaction in your checking account can be assigned to specific categories and tracked with precision. Gone are the days of cumbersome spreadsheets or ledgers for client balance tracking. Every transaction in your IOLTA account can be directly linked to a client matter, allowing real-time reconciliation down to the cent. Utilize Nota’s three-way reconciliation report to streamline this essential process. Additionally, the convenience of printing checks directly from your IOLTA account to your home or office printer adds to the platform's user-friendly features. With Nota, managing your law firm's finances has never been more efficient or straightforward.

Description

For over 25 years, Data Development has been offering exceptional software and top-notch support specifically tailored for plaintiff attorneys. The software comes in modular form, allowing you to purchase only the components that are essential for your needs. Additionally, this flexibility ensures that users can adapt their software solutions as their requirements evolve over time.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

8am LawPay Yes 
Clio Yes 

Integrations

8am LawPay No 
Clio No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Nota

Country

United States

Website

www.trustnota.com

Vendor Details

Company Name

Data Development

Website

www.theplaintiff.com

Product Features

Business Bank Accounts

Bank Wires No 
Bill Pay No 
Billing & Invoicing No 
Business Credit Cards No 
Checking Account No 
Checks No 
Expense Management No 
Instant Payouts No 
No Fee Payments No 
Rewards No 
Savings Account No 
Spend Management No 

Trust Accounting

Accrual Accounting No 
Activity Tracking No 
Asset Gain & Loss Reporting No 
Check Writing No 
Compliance Management No 
Cross Ledger Posting No 
Customer Statements No 
Fee Calculation & Posting No 
Receipt Management No 
Tax Management No 

Product Features

Law Practice Management

Billing & Invoicing Yes 
CRM Yes 
Calendar Management Yes 
Client Portal No 
Conflict Management No 
Contract Management No 
Document Management Yes 
Email Management No 
Legal Case Management Yes 
Task Management No 
Time Tracking No 
Trust Accounting Yes 

Legal Billing

Accounting Management No 
Automatic Billing No 
Calendar Management Yes 
Case Management Yes 
Client Portal No 
Document Management Yes 
Expense Tracking No 
Time Tracking Yes 

Legal Calendar

Case Defined Timekeepers No 
Completion Tracking No 
Conflict Management No 
Multi-Office No 
Reminders Yes 
Rules-Based Scheduling No 
Staff Calendar No 
Status Tracking No 
Task Management No 

Legal Case Management

Billing Management Yes 
Calendar Management Yes 
Case Notes No 
Client Management Yes 
Communication Tracking No 
Conflict Management No 
Corporations No 
Court Management No 
Discovery Management No 
Docket Management No 
Document Management Yes 
Expense Tracking No 
Government No 
Law Firms No 
Records Management Yes 
Task Management No 
Time Tracking Yes 
Trust Accounting Yes 

Legal Document Management

Access Controls No 
Archiving & Retention No 
Collaboration No 
Contract Management No 
Document Assembly No 
Document Indexing Yes 
Document Tagging No 
Full Text Search No 
Version Control No 

Trust Accounting

Accrual Accounting No 
Activity Tracking No 
Asset Gain & Loss Reporting No 
Check Writing No 
Compliance Management No 
Cross Ledger Posting No 
Customer Statements No 
Fee Calculation & Posting No 
Receipt Management No 
Tax Management No 

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