Phosita review
A focused IP platform combining rules-based docketing with practice-management tools.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Phosita combines rules-based patent and trademark docketing with IP practice-management capabilities. It is designed for solo attorneys, boutique practices, and small to mid-sized intellectual property firms that need to track prosecution deadlines, maintenance windows, renewals, TTAB schedules, matters, documents, communications, and client instructions in one workspace. Firms can use it as a dedicated docketing layer or adopt the broader practice-management offering.
The published plans show Smart Docketing and Complete. Smart Docketing includes USPTO, TSDR, and ODP monitoring, Patent Center XML imports, an IP deadline dashboard, matter tracking, TTAB schedule extraction, and deadline and status exports. Complete adds docketing and practice management, client and foreign-agent communications, task and communication workflows, plus billing and trust accounting availability. The listed starting price is 119, and the current subscription flow shows a seven-day trial. Another official product page describes a 14-day trial, so prospective buyers should review the active subscription terms before starting.
Phosita’s strongest fit is a small IP practice that values official-source monitoring and structured deadline generation alongside prosecution and maintenance-fee docketing. Its ecosystem connections center on USPTO, TSDR, TTABVUE, and USPTO Patent Center, while client docket reports can be produced in PDF and Excel. Onboarding includes docket migration and reconciliation, and role-based access with audit logging supports controlled practice operations. Firms seeking billing, disbursement, invoicing, and trust accounting should look at Complete rather than Smart Docketing. Practices that need a broader platform ecosystem or a free plan should consider alternatives.
Phosita pros and cons
- Where it wins
- Rules-based patent and trademark deadline generation
- USPTO, TSDR, TTABVUE, and Patent Center monitoring
- Docket migration, access controls, and audit logging
- Where it doesn't
- Web-only platform
- No free plan
- Broader practice-management functions are concentrated in Complete
Phosita fact sheet, pricing and score →
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