PHILADELPHIA, PA and BUFFALO, N.Y., April 4, 2024 – The Philadelphia Bar Association has entered into an annual partnership agreement with M&T Bank (NYSE:MTB), giving Association members who are or become M&T account holders access to its Nota platform, which helps small law firms and solo lawyers manage business checking and trust accounts, and to adhere to accounting requirements.

“We are excited to provide this outstanding benefit to members, giving the opportunity for more efficient management of business checking and trust accounting and legal banking activity,” Philadelphia Bar Association Executive Director Harvey Hurdle said. “Through this partnership and others, Bar Association membership gives Philadelphia legal professionals everything they need, all in one place, to manage, grow, and enhance their practice.” 

M&T’s Nota platform offers business checking and trust account management with features including 3-way reconciliation, check printing, and integration with popular practice management, accounting, and payment systems. Nota also provides customer alerts for untagged transactions and cleared checks, along with a seven-year digital paper trail.

“M&T’s Nota platform was designed to give legal practitioners more time to focus on growing their practice and serving their clients,” said Keith Mariani, Head of Nota Product Development, M&T Bank. “Nota’s platform streamlines the complex and critical task of trust reconciliation, provides full visibility into their bank accounts, and seamlessly integrates into existing workflows.”

As part of the partnership, M&T Bank and its wealth management business, Wilmington Trust, will also become sponsors of the Bar Association’s major 2024 events, including the Bench-Bar & Annual Conference, Member Appreciation Week, and the 2024 Annual Meeting.

M&T will collaborate with the Bar Association’s Continuing Legal Education Department on CLE programs focused on its areas of expertise and also offer thought leadership content in the Bar Association’s print and digital publications. Association leadership will also have the opportunity to meet and collaborate with M&T to discuss content and product areas important to the legal industry.

To learn more about Nota and The Philadelphia Bar Association, please visit https://www.trustnota.com/philadelphiabarassociation.

About the Philadelphia Bar Association
The Philadelphia Bar Association, founded in 1802, is the preeminent metropolitan association of lawyers in the United States. It is a keystone in the ongoing developments of the Philadelphia and Pennsylvania legal systems. With more than 200 years of dedicated service to stand on, the Philadelphia Bar Association is firmly rooted in the Philadelphia community as a steady and reliable bellwether. To learn more about the association, visit here.

About M&T Bank
M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&T's principal banking subsidiary, M&T Bank, provides banking products and services in 12 states across the eastern U.S. from Maine to Virginia and Washington, D.C. Trust-related services are provided in select markets in the U.S. and abroad by M&T's Wilmington Trust-affiliated companies and by M&T Bank. For more information on M&T Bank, visit www.mtb.com.

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Wilmington Trust is a registered service mark used in connection with services offered by certain subsidiaries of M&T Bank Corporation.