How do I navigate the Nota Dashboard?

Navigating your Nota dashboard!

Check it out here if you have any questions on how to navigate the dashboard. This will show you steps on how to find important features.

Watch this instructional video or read the instructions below:

Step 1. First, Log in. Your new homepage will open to this display. At the top, you will see your firm name. You are able to edit this by clicking on the pencil at the top right of the screen.

Step 2. Click on the tile for the account you would like to view. In order to view more detailed information for each account.

Step 3. On the next screen, you will view the information for the account you selected. Including information for the total balance, outstanding checks, untagged transactions, and Nota Client Ledger Balance. To view all transactions, click on the Account Tile again.

Step 4. To navigate back to your home screen, hover over the menu bar on the left-hand side of your screen.

Step 5. Here you can view all your options for this account. Including important features such as integrations for your IOLTA Account, Check Register, Reconciliation. This menu bar will appear different based on the account you are viewing.

Step 6. To return to the homepage, click on My Accounts. This will navigate you back to your homepage will all accounts.

Step 7. From here you can view the same account or click on the next account you wish to view.

Step 8. Click on the next account and below is an image of the different menu bars that will appear are related to the Operating Account.

Should you have any questions, are unable to locate something, or would like a personal tour through the new look. Please feel free to reach out to us at support@trustnota.com

Need help?

If you have any questions or would like assistance, please contact Nota Customer Success at 1-800-724-1313 or email support@trustnota.com.

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References to “IOLTA” or “Interest on Lawyers Trust Account” shall be interpreted to include “IOLA,” or “Interest on Lawyer Account,” and “IOTA,” or “Interest on Trust Account,” as applicable in a particular state.

Nota is a product/service offered by M&T Bank and is available to attorneys whose offices and practices are in NY, NJ, MD, PA, DE, CT, VA, DC, NH, MA, ME, VT, FL, or WV. IOLTA accounts held by lawyers in these states must be subject to applicable state rules and regulations. The advertised product/services and their features and availability are subject to change without notice at any time. Use of the product/service is subject to and governed by certain terms, conditions, and agreements required by M&T Bank.