Phosita

6.6easy start · #16of 24
in Legal Intellectual Property Management Software

Free to practise onno
Free trialyes
Well documentedyes
Runs where you workno

Runs on Web. Paid plans from $99.17/mo.

Phosita is ranked #16 of 24 in legal intellectual property management software on The Geeks Club. It runs on Web. There is no free plan. A free trial is offered. Paid plans start at $99.17/mo.

Phosita plans and pricing

All plans

Smart Docketing $119/mo $119/user/mo Per user · rules-based docketing · USPTO/TSDR/ODP monitoring · Patent Center XML imports · matter tracking · deadline/status/billing-data exports phosita.io · 9 Oct 2026

Complete $149/mo $149/user/mo Per user · includes Smart Docketing · time entries and disbursements · invoicing · trust accounting · online client payments phosita.io · 9 Oct 2026

Smart Docketing $1,190/yr $1,190/user/year Per user · annual billing · save 2 months · rules-based docketing · USPTO/TSDR/ODP monitoring · Patent Center XML imports phosita.io · 9 Oct 2026

Compared 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

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The record

Product: Phosita provides rules-based patent, trademark, and TTAB docketing and IP practice management for law firms.
Official monitoring: It surfaces supported updates from USPTO patent data, TSDR, and TTABVUE alongside the matters they affect.
Docketing: Rules generate patent and trademark deadlines with responsibilities, reminders, review states, and audit history.
Practice management: The platform connects matters, clients, documents, communications, billing, disbursements, trust accounting, and client reporting.
Integrations: Phosita lists USPTO, TSDR, TTABVUE, and USPTO Patent Center data or imports among its supported official-source workflows.
Migration: Onboarding and docket migration are included with the subscription, with imported records checked against USPTO, TSDR, and TTABVUE where available.
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.
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.
Data export: Firms can export clients, matters, contacts, deadlines, invoices, and communications in CSV or JSON formats.
Support: Phosita says security reports and questions sent to [email protected] are acknowledged within two business days.
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.
Intended users: The product is presented for IP boutiques, solo attorneys, and small to mid-sized IP practices.
Price from: $99.17/mo

Where it ranks on The Geeks Club

Best Legal Intellectual Property Management Software in 2026#16 of 24

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Sources

phosita.io· checked 9 Oct 2026
phosita.io/ip-docketing-software· checked 9 Oct 2026
phosita.io/ip-practice-management-software· checked 9 Oct 2026
phosita.io/subscribe· checked 9 Oct 2026
phosita.io/ip-docketing-migration· checked 9 Oct 2026
phosita.io/security· checked 9 Oct 2026
phosita.io/pricing· checked 9 Oct 2026