Integrate your LawPay® account(s) with Nota!

Take your LawPay transactions to the next level when you integrate with your Nota Account. Nota will display the details of LawPay transactions to simplify allocating to Client Matters.

To get started, the Co/Admin needs to enroll in LawPay integration in Nota settings through the Integrations section.

Note: Now you can also integrate LawPay with your Business Checking Account!

Step 1. This is located on the left menu panel under integrations when you are viewing your Trust Account. Click into your IOLTA Account from your My Accounts Page.

Step 2. Next, hover over the menu bar on the left hand side and click the arrow down to open the integrations options.

Step 3. Click on LawPay and then on the next screen, click the ‘Link LawPay’ Button.

Step 4. Next, the Co/Admin will accept terms and be taken to a LawPay login screen.

Step 5. After Co/Admin connects they will be directed to the Nota LawPay settings to link account(s).

Step 6. Once linked, future transactions will display detailed information if available From LawPay. On the untagged transaction screen, details will be displayed below the transaction.

Note: In the client matter, the details are displayed in the notes section of the transaction.

If you need to assign multiple parts of the same transaction to one client matter.

Please contact your Customer Success Specialist for assistance.

Please reach out to Customer Success at 1-800-724-1313 option 2 or at support@trustnota.com for assistance with this feature.

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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.

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