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On the recordRead 9 Oct 202612 facts
Phosita
Plans and prices
Smart Docketing
$119a month
Per user · rules-based docketing · USPTO/TSDR/ODP monitoring · Patent Center XML imports
Read 9 Oct 2026 · phosita.io
Smart Docketing
$1,190a year
Per user · annual billing · save 2 months · rules-based docketing
Read 9 Oct 2026 · phosita.io
Complete
$149a month
Per user · includes Smart Docketing · time entries and disbursements · invoicing
Read 9 Oct 2026 · phosita.io
On the record
- 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 · read 9 Oct 2026
- Data export
- Firms can export clients, matters, contacts, deadlines, invoices, and communications in CSV or JSON formats.phosita.io · read 9 Oct 2026
- Docketing
- Rules generate patent and trademark deadlines with responsibilities, reminders, review states, and audit history.phosita.io · read 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 · read 9 Oct 2026
- Integrations
- Phosita lists USPTO, TSDR, TTABVUE, and USPTO Patent Center data or imports among its supported official-source workflows.phosita.io · read 9 Oct 2026
- Intended users
- The product is presented for IP boutiques, solo attorneys, and small to mid-sized IP practices.phosita.io · read 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 · read 9 Oct 2026
- Official monitoring
- It surfaces supported updates from USPTO patent data, TSDR, and TTABVUE alongside the matters they affect.phosita.io · read 9 Oct 2026
- Practice management
- The platform connects matters, clients, documents, communications, billing, disbursements, trust accounting, and client reporting.phosita.io · read 9 Oct 2026
- Product
- Phosita provides rules-based patent, trademark, and TTAB docketing and IP practice management for law firms.phosita.io · read 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 · read 9 Oct 2026
- Support
- Phosita says security reports and questions sent to [email protected] are acknowledged within two business days.phosita.io · read 9 Oct 2026
