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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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

8am LawPay No 
ClearCo Yes 
Clio No 

Integrations

8am LawPay Yes 
ClearCo No 
Clio Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

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 No 
Applicant Tracking No 
Attendance Management No 
Benefits Management Yes 
Career Development Planning No 
Compensation Management No 
Compliance Management No 
Employee Database No 
Employee Lifecycle Management No 
Onboarding No 
Payroll Management Yes 
Performance Management No 
Recruiting Management No 
Self Service Portal No 
Succession Planning No 
Time & Attendance Management No 
Time Off Management No 
Timesheets No 
Training Management No 

Product Features

Business Bank Accounts

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

Trust Accounting

Accrual Accounting No 
Activity Tracking No 
Asset Gain & Loss Reporting No 
Check Writing No 
Compliance Management No 
Cross Ledger Posting No 
Customer Statements No 
Fee Calculation & Posting No 
Receipt Management No 
Tax Management No 

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