Phosita
Phosita is a web-based docketing and practice-management platform for patent, trademark, and TTAB law work.
What Phosita is
Phosita is a web-based docketing and practice-management platform for patent, trademark, and TTAB law work. Its rules generate deadlines with assigned responsibilities, reminders, review states, and audit history. Supported updates from USPTO patent data, TSDR, and TTABVUE appear alongside the matters they affect. The platform also connects matters with clients, documents, communications, billing, disbursements, trust accounting, and client reporting. Official-source workflows include USPTO, TSDR, TTABVUE, and USPTO Patent Center data or imports. Subscription onboarding and docket migration are included, with records checked against official sources where available. Firms can export clients, matters, contacts, deadlines, invoices, and communications in CSV or JSON. Security details include TLS 1.2 or higher in transit, AES-256 at rest, and database row-level access controls. Phosita says customer data sent to AI providers is not used to train third-party foundation models. Plans are $119 per user per month for Smart Docketing and $149 per user per month for Complete. A 7-day trial is listed, with no free plan.
Good
- Rules-based deadlines with responsibilities and audit history
- USPTO, TSDR, and TTABVUE monitoring
- Included onboarding and docket migration
- CSV and JSON data exports
- TLS 1.2+ and AES-256 encryption
Watch out
- No free plan
- 7-day trial only
- Paid per-user monthly plans
- Human review of official records remains required
Who it suits
It is presented for IP boutiques, solo attorneys, and small to mid-sized IP practices handling patent, trademark, or TTAB matters. Firms needing docketing, portfolio tracking, and practice administration may find its scope relevant.
Verdict
Phosita brings IP docketing, official-source monitoring, and law-practice administration together. Compare its per-user plans and review requirements with your firm’s workflow before subscribing.
Plans and prices
From Phosita's own pricing page, checked 9 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Smart Docketing | $119 a month | Per user · rules-based docketing · USPTO/TSDR/ODP monitoring · Patent Center XML imports · matter tracking · deadline/status/billing-data exports · $119/user/mo |
| Complete | $149 a month | Per user · includes Smart Docketing · time entries and disbursements · invoicing · trust accounting · online client payments · $149/user/mo |
| Smart Docketing | $1,190 a year | Per user · annual billing · save 2 months · rules-based docketing · USPTO/TSDR/ODP monitoring · Patent Center XML imports · $1,190/user/year |
The facts
Each one read from Phosita's own pages, with the date it was checked.
What it does
- AI data
- Phosita says customer data sent to AI providers is not used to train third-party foundation models, and administrators can scope or disable AI features.checked 9 Oct 2026
- Data export
- Firms can export clients, matters, contacts, deadlines, invoices, and communications in CSV or JSON formats.checked 9 Oct 2026
- Docketing
- Rules generate patent and trademark deadlines with responsibilities, reminders, review states, and audit history.checked 9 Oct 2026
- Human review
- Phosita states that attorney and staff review of official records and communications remains part of the process, and the service is not affiliated with the USPTO or TTAB.checked 9 Oct 2026
- Integrations
- Phosita lists USPTO, TSDR, TTABVUE, and USPTO Patent Center data or imports among its supported official-source workflows.checked 9 Oct 2026
- Intended users
- The product is presented for IP boutiques, solo attorneys, and small to mid-sized IP practices.checked 9 Oct 2026
- Migration
- Onboarding and docket migration are included with the subscription, with imported records checked against USPTO, TSDR, and TTABVUE where available.checked 9 Oct 2026
- Official monitoring
- It surfaces supported updates from USPTO patent data, TSDR, and TTABVUE alongside the matters they affect.checked 9 Oct 2026
- Practice management
- The platform connects matters, clients, documents, communications, billing, disbursements, trust accounting, and client reporting.checked 9 Oct 2026
- Product
- Phosita provides rules-based patent, trademark, and TTAB docketing and IP practice management for law firms.checked 9 Oct 2026
- Security
- The security page states that data is encrypted in transit with TLS 1.2+ and at rest with AES-256, and that matter access is enforced with database row-level security.checked 9 Oct 2026
- Support
- Phosita says security reports and questions sent to [email protected] are acknowledged within two business days.checked 9 Oct 2026
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