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Liveoak

We help you get virtual business done

Table of Contents

Liveoak - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

Liveoak overview

What is Liveoak?

Liveoak's Virtual Interactions platform enables enterprises and their customers to accurately complete virtual agreements, multi-step transactions and workflows faster.

By combining Liveoak's functionality with your own highly trained representatives, your customers will receive both the benefit of human assistance with the convenience of a digital experience. Specific functionality includes the unique combination of web conferencing, synchronous form editing, digital signature, screen sharing, selfie photo upload, ID capture, wet signature upload, file sharing and audio/video conference recording (video attestation). Liveoak combines best in class productivity tools into one seamless platform to help you get virtual business done.

Liveoak's platform includes the System-of-Audit captures and records all of the conference activity and data down to the keystroke for a complete record of all transaction data by participant.

Liveoak Virtual Interactions platform activity and all customer data are wrapped in bank-grade security, compliance and capabilities for the most complex customer interactions.

Liveoak is a cloud-based, Software-as-a-Service platform that is designed to run alongside existing IT infrastructures (and legacy systems). Therefore, you can start using Liveoak without putting additional stress on internal IT resources.

Liveoak Technologies. We help you get virtual business done.

Key benefits of using Liveoak

Liveoak helps financial institutions and regulated industries to virtually engage and complete work with customers through our Virtual Interactions platform.

By seamlessly combining tools like eSignature, digital video conferencing, synchronous form editing, identity verification and file sharing, enterprises virtually onboard new customers, complete multi-step workflows and agreements.

Reduce NIGO (not in good order status) and experience over 99% accuracy on completed customer agreements.

Virtually guide customers through complicated applications and agreements - as if meeting face-to face, in person.

Improve digital completion rates by 12x by engaging remote customers and providing expert assistance.

Increase digital signature adoption rates by walking customers through the process.

Liveoak's bank-grade security wraps a protective layer around your customer interactions and data.

Liveoak's System-of-Audit offers a comprehensive record of all conference activity down by participant to the keystroke.

Close deals 60% faster.

Feel confident knowing that Liveoak operates with the highest level of integrity and trust. Liveoak is SOC 2 certified and HIPAA Security Rule compliant.

Starting price

50per user /
per month

Alternatives

with better value for money

Pros & Cons

Signatures

Stability

Flexibility

Liveoak’s user interface

Ease of use rating:

4.4

(52)

Liveoak pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from

Overall rating

Reviews sentiment

1-2(1)

3-4(25)

5(26)

What do users say about Liveoak?

Reviewers indicate Liveoak streamlines paperwork and signature collection, making it faster and more flexible for remote participants. They find it reduces errors, saves time, and improves collaboration during complex document processes, though some feel its structure can be rigid and scaling across firms with different workflows is challenging. They appreciate the real-time editing and cobrowsing features, which help address client questions and speed up onboarding.

Users report occasional bugs, glitches, and delays, especially with browser compatibility and mobile devices. They mention room creation is quick, but editing documents or participants after setup is limited and often requires starting over, which they find inefficient.

Select to learn more

Who uses Liveoak?

Based on 52 verified user reviews.

Company size

Midsize Businesses

Enterprises

Small Businesses

Top industries

Financial Services

Banking

Investment Management

Medical Devices

Others

Use cases

- Not enough reviews

Liveoak's features

Features rating:

4.1

(52)

Access controls/permissions

(0)

Collaboration tools

(0)

Communication management

(0)

Conferencing

(0)

Content management

(0)

CRM

(0)

Customer engagement

(0)

Customizable templates

(0)

Document management

(0)

Document storage

(0)

Feedback management

(0)

File sharing

(0)

Live chat

(0)

Mobile access

(0)

Onboarding

(0)

Project management

(0)

Real time editing

(0)

Real-Time data

(0)

Recording

(0)

Reminders

(0)

Screen sharing

(0)

SSL security

(0)

Task progress tracking

(0)

Usage tracking/analytics

(0)

Version control

(0)

Video conferencing

(0)

Video support

(0)

Liveoak alternatives

Liveoak

4.4

(52)

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.3

Features

4.1

Value for Money

4.4

Customer Support

4.4

Slack

4.7

(23.9K)

visit website

Starting from

8.75

Per month

Free trial

Free version

Ease of Use

4.6

Features

4.6

Value for Money

4.6

Customer Support

4.4

Bitrix24

4.2

(979)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.0

Features

4.3

Value for Money

4.2

Customer Support

4.0

monday.com

4.6

(5.6K)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.5

Features

4.5

Value for Money

4.3

Customer Support

4.4

Liveoak pricing

Value for money rating:

4.4

(52)

Starting from

/user

Per month

Pricing details

Subscription

Free trial

Free plan

Pricing range

User opinions about Liveoak price and value

Value for money rating:

4.4

(52)

To see what individual users think of Liveoak's price and value, check out the review snippets below.

“What I like most about this software is the ability to quickly email a link to an agreement, so that I can walk that individual through the agreement.”

Matthew S.

Internal Sales Consultant

“I like the ease of use and the ability to save time and efforts for everyone involved by keeping them off the road traveling to other offices to sign paperwork.”

Andy T.

Internal Sales Consultant