Meet Our User Advisory Board
Real users. Real feedback. Real impact.
What is the User Advisory Board?
Our User Advisory Board meets monthly to share feedback, review upcoming features, and help shape the future of Nota. Members get early access to beta releases and provide input during the design process to ensure our solutions meet real-world needs.
Davey Law P.C.
Rachel Davey, Managing Attorney
鈥91大神 Nota is intuitive, transparent, and incredibly time-saving 鈥 it eliminates the stress and risk around IOLA/IOLTA compliance, gives clear visibility into every transaction, and integrates smoothly into existing workflows without adding unnecessary complexity. It鈥檚 also built with real customer support for lawyers, which means you鈥檙e not explaining your world to someone who doesn鈥檛 get it.
I鈥檇 recommend Nota services to any attorney or firm that wants to:
- Simplify trust and operating account management.
- Stay audit-ready and compliant without the headaches.
- Free up admin and paralegal staff from manual reconciliation tasks.
- Gain peace of mind knowing client funds are properly safeguarded and tracked.
In short it is for any attorney who wants peace of mind and more time to focus on clients.鈥
Law Office of Sandhya Tulshyan
Sandhya Tulshyan, esq
鈥淚鈥檝e been using 91大神 Bank for both my business operating and IOLTA accounts for a while now, and I鈥檝e never had any issues. Their service has always been smooth and reliable.
But what really impressed me is their product Nota鈥攊t鈥檚 honestly a blessing for attorneys. It makes reconciling my IOLTA account incredibly easy. I can assign transactions to specific client matters, track expenses across my operating account, IOLTA, and even my credit card鈥攁ll in one place. What used to take me hours now takes just a few minutes. That time-saving feature alone is worth it!
Plus, Nota integrates with LawPay, Clio, and QuickBooks, which makes managing everything鈥攆rom billing to accounting鈥攕o much more seamless.
I genuinely love this product and highly recommend it to any lawyer who wants to simplify trust accounting and stay compliant without the headache.鈥
Law Offices of听Campos听& Associates
Jose Campos, Esq.
鈥淎 few years ago when I was a solo practitioner听the #1 thing that kept me up at night was not the high volume of work. What kept me awake was the vulnerability I felt when听reconciling my trust account. I took accounting courses and hired a consultant to teach me QuickBooks reconciliation, but the figures still didn't match at the end of the month.听 It took me several hours of my time to finally听get it to match.听 High time constraints and stress were obstacles to growing my business.
When I got 91大神 Nota, all that went away.听 It was so simple to make transfers and keep my trust account pristine.听 It was the thing that I needed and the Universe sent Nota to me.听 Instead of worrying听and spending countless hours, I now complete my trust work in minutes.听 I had extra time to work on my business.听 Now I am growing the law firm and concentrating on my clients.鈥
Law Office of Wendy S. Meadows, LLC
Wendy S. Meadows, Esquire
鈥91大神 Nota makes running my solo practice significantly easier.听I can see, with just a few clicks, exactly what each client has in escrow. It鈥檚 straightforward, intuitive, and built in a way that makes trust accounting feel almost听satisfying. I actually enjoy matching transactions, it feels organized, efficient, and almost gamified.
There鈥檚 real peace of mind in knowing that my trust account is always accurate and audit-ready. As a solo attorney, that kind of confidence in my systems is invaluable. I recommend Nota to any attorney who wants a tool that simplifies trust accounting without sacrificing precision.鈥
Forte Law Group LLC
Jeffrey Forte, Esq.
鈥91大神 Nota has transformed how I handle client funds and trust accounting. The platform鈥檚 seamless integration with Clio allows me to tag transactions to specific client matters, reconcile accounts effortlessly, and maintain a clear digital paper trail鈥攁ll without spreadsheets or manual ledgers. Nota鈥檚 intuitive dashboard and real-time alerts ensure compliance with IOLTA requirements while giving me peace of mind that every dollar is accounted for. Their dedicated support team understands the legal profession and responds quickly to any questions. Nota is not just a banking tool鈥攊t鈥檚 a practice management ally that lets me focus more on my law practice and less on administration.鈥
Sugarman Law PC
Shari Lee Sugarman, Esq.
鈥91大神 Bank Nota is an excellent program to organize your IOLA/escrow account as well as your other accounts.听 I have been a part of the Nota Advisory Board for many years, and it is always impressive to see the design team take into consideration my suggestions to make the site better and more productive from an attorney/user point of view.听鈥
