Freedom251 › Docketing Software
Phosita
What Phosita is
Phosita is a web-based docketing and practice-management platform for law firms handling patent, trademark, and TTAB matters. Its rules-based docketing generates deadlines with assigned responsibilities, reminders, review states, and audit history. Official-source monitoring surfaces supported updates from USPTO patent data, TSDR, and TTABVUE alongside the matters affected.
The platform connects matters with clients, documents, communications, billing, disbursements, trust accounting, and client reporting. Onboarding and docket migration are included with a subscription; imported records are checked against USPTO, TSDR, and TTABVUE where available. Phosita states that data is encrypted in transit with TLS 1.2+ and at rest with AES-256, and matter access is enforced with database row-level security. Firms can export clients, matters, contacts, deadlines, invoices, and communications in CSV or JSON. 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. Plans start at $119/user/mo for Smart Docketing; Complete costs $149/user/mo. A 7-day trial is offered, and there is no free plan.
Who it suits
Phosita is presented for IP boutiques, solo attorneys, and small to mid-sized IP practices. It suits firms managing patent, trademark, and TTAB workflows alongside practice administration.
What it does well
- Rules generate deadlines with reminders and audit history.
- Monitoring covers supported USPTO, TSDR, and TTABVUE updates.
- Onboarding and docket migration are included with subscriptions.
- Matter and billing data can be exported as CSV or JSON.
What to know first
- There is no free plan.
- The trial lasts seven days.
- Smart Docketing starts at $119/user/mo.
Limits
There is no free plan. Smart Docketing includes rules-based docketing, monitoring, Patent Center XML imports, matter tracking, and deadline, status, and billing-data exports; time entries, disbursements, invoicing, trust accounting, and online client payments are listed under Complete.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Smart Docketing | $119/user/mo · Per user · rules-based docketing · USPTO/TSDR/ODP monitoring · Patent Center XML imports · matter tracking · deadline/status/billing-data exports | $119 a month |
| Smart Docketing | $1,190/user/year · Per user · annual billing · save 2 months · rules-based docketing · USPTO/TSDR/ODP monitoring · Patent Center XML imports | $1,190 a year |
| Complete | $149/user/mo · Per user · includes Smart Docketing · time entries and disbursements · invoicing · trust accounting · online client payments | $149 a month |
As phosita.io lists them, read 9 Oct 2026. The maker's own page has the final word.
Getting started
- Open the Phosita website
- Start the 7-day trial
- Choose Smart Docketing or Complete
- Use the included onboarding and docket migration
- Connect supported USPTO, TSDR, TTABVUE, or Patent Center workflows
Verdict
Phosita combines IP docketing and official-source monitoring with broader practice-management functions. Its paid plans begin with rules-based docketing, while the Complete plan adds financial and client-payment features.
Questions
How much does Phosita cost?
Smart Docketing is $119 per user per month. Complete is $149 per user per month.
Is there a free trial?
Yes. Phosita offers a 7-day trial and no free plan.
Which platforms does Phosita support?
Phosita is available on the web.
What official sources can it monitor or import?
Supported workflows list USPTO patent data, TSDR, TTABVUE, and USPTO Patent Center data or imports.
Can firms export their data?
Yes. Clients, matters, contacts, deadlines, invoices, and communications can be exported in CSV or JSON.
Does Phosita provide patent and trademark portfolio tracking?
Yes. Patent portfolio tracking, trademark portfolio tracking, prosecution deadlines, renewal management, and filing management are listed.
Facts from Phosita's own pages
- 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. · phosita.io, 9 Oct 2026
- Data export
- Firms can export clients, matters, contacts, deadlines, invoices, and communications in CSV or JSON formats. · phosita.io, 9 Oct 2026
- Docketing
- Rules generate patent and trademark deadlines with responsibilities, reminders, review states, and audit history. · phosita.io, 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. · phosita.io, 9 Oct 2026
- Integrations
- Phosita lists USPTO, TSDR, TTABVUE, and USPTO Patent Center data or imports among its supported official-source workflows. · phosita.io, 9 Oct 2026
- Intended users
- The product is presented for IP boutiques, solo attorneys, and small to mid-sized IP practices. · phosita.io, 9 Oct 2026
- Migration
- Onboarding and docket migration are included with the subscription, with imported records checked against USPTO, TSDR, and TTABVUE where available. · phosita.io, 9 Oct 2026
- Official monitoring
- It surfaces supported updates from USPTO patent data, TSDR, and TTABVUE alongside the matters they affect. · phosita.io, 9 Oct 2026
- Practice management
- The platform connects matters, clients, documents, communications, billing, disbursements, trust accounting, and client reporting. · phosita.io, 9 Oct 2026
- Product
- Phosita provides rules-based patent, trademark, and TTAB docketing and IP practice management for law firms. · phosita.io, 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. · phosita.io, 9 Oct 2026
- Support
- Phosita says security reports and questions sent to [email protected] are acknowledged within two business days. · phosita.io, 9 Oct 2026
Where Phosita stands on Freedom251
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