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 is for
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 is good
- 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.
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.
Get started with Phosita
- 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
Limits to know first
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.
Questions about Phosita
How much does Phosita cost?
Smart Docketing is 119.00 USD per user per month. Complete is 149.00 USD 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.
Phosita plans and pricing
All plansCompared on legal intellectual property management software
- Free plan
- No
- Patent portfolio tracking
- Yes
- Trademark portfolio tracking
- Yes
- Prosecution deadlines
- Yes
- Renewal management
- Yes
- Filing management
- Yes