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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Streamlining processing times, minimizing expensive mistakes, ensuring compliance with federal and state regulations, and providing U.S.-based support for employees are our core objectives. Our services encompass compliance, security, onboarding and offboarding, job descriptions, employee handbooks, administration, and progressive discipline. By addressing lost profits, accurately reconciling carrier invoices, managing open enrollment, and offering legal counsel for HIPAA, ERISA, and ACA, we aim to enhance operational efficiency. At Corban OneSource, we take pride in placing the focus on human resources by equipping clients with the essential tools to achieve their objectives. Our unwavering dedication to client service is rooted in principles of accuracy, accountability, and innovative ideas that boost return on investment. We are passionate about a mission centered on helping others, and for many within our organization, faith serves as the foundation of this mission. Thus, we encourage our leaders to prioritize service to their teams, empowering them to extend that service to clients. Acknowledging that this is a continuous journey, we see it as an opportunity for growth and improvement. Embracing change allows us to adapt and better serve everyone involved.

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.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

8am LawPay
Clio

Integrations

8am LawPay
Clio

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Corban OneSource

Country

United States

Website

corbanone.com

Vendor Details

Company Name

Nota

Country

United States

Website

www.trustnota.com

Product Features

Human Resources

360 Degree Feedback
Applicant Tracking
Attendance Management
Benefits Management
Career Development Planning
Compensation Management
Compliance Management
Employee Database
Employee Lifecycle Management
Onboarding
Payroll Management
Performance Management
Recruiting Management
Self Service Portal
Succession Planning
Time & Attendance Management
Time Off Management
Timesheets
Training Management

Product Features

Business Bank Accounts

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

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

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