Liveoak Technologies Pricing, Features, Reviews & Comparison of Alternatives

Liveoak Technologies

We help you get virtual business done™

4.37/5 (51 reviews)

Liveoak Technologies overview

What is Liveoak Technologies?

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™.
www.liveoak.net

Pricing

Pricing options
Value for money
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Devices

Business size

S
M
L

Markets

United States

Supported languages

English
Liveoak Technologies screenshot: Conference and synchronously edit applications and agreements in real-time with your customers. We get Virtual Business Done™.Liveoak Technologies screenshot: Guide your customers through the digital signature process while inside a video conference session.Liveoak Technologies screenshot: Detailed System-of-Audit™ provides every action taken inside the conference down to the keystroke.Liveoak Technologies screenshot: Upload selfies, wet signatures, photo identification and other required documentation through Liveoak's mobile upload.Liveoak Technologies screenshot: Through Liveoak's System-of-Audit, all conference assets are attached to the conference record.Liveoak Technologies screenshot: Upload files and documents directly to the Liveoak conference.

Liveoak Technologies reviews

Value for money
Features
Ease of use
Customer support
  4.4
  4.1
  4.3
  4.4
Adam Dani

Liveoak has created a seamless way to edit documents with clients to have them sign via DocuSign

Used daily for 6-12 months
Reviewed 2018-03-06
Review Source: Capterra

It has drastically reduced the time it takes to get completed paperwork back from clients and has eliminated errors or missed signature sections.

Pros
Very easy to use, quickly editable and reduces the time required to get multiple sets of paperwork signed.

Cons
Once a room is created it would be nice if there was a way to edit what documents were included in that room, without having to set up an entirely new room.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Anonymous

Great experience with the majority of cases, but sometimes experience issues and limitations

Used weekly for 1-2 years
Reviewed 2018-03-09
Review Source: Capterra

Makes my job easier and saves time. Paperwork is submitted correctly the first time. Clients are impressed with the technology.

Pros
It is fairly easy for us to use and very easy for the client. The overall functionality is great. Good looking user interface. Integration with DocuSign is generally very smooth. Allows me to do my job more easily. Clients like the experience and are impressed with the technology.

Cons
Majority of cases run smoothly, but sometimes we run into system issues and limitations that make this not the best solution in some cases. There are too many templates in our system. It is time consuming to create a conference and we are unable to add or edit documents once a conference is created. As a user, once envelope moves to docusign we cannot see it, edit or resend an email - we have to go to an administrator. We also have to talk clients through the process because it's not easy for them to figure out on their own.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Matthew Stone

LiveOak Review

Used daily for 1-2 years
Reviewed 2020-02-19
Review Source: Capterra

the ability to sign paperwork electronically and quickly review that paperwork with a client to address any questions they have.

Pros
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.

Cons
There are several areas for improvement. It would be great, if we could upload a pre-fill form, and the information from that prefill form auto-populates in liveoak based on field names. I've listed a few more items below to simply this review: - Add additional documents to a room after the room has been created. - Ability to add trustee's after the room has been created - Bot that scans common forms and autocreates a template that can be used with liveoak. - Integration with salesforce, so that the required paperwork can be automatically sent based on information entered in Salesforce. Also, status updates in salesforce based on opportunity ID/proposal number. -Specific step by step instructions when signing (i.e. Helptext)

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 5/10

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Casey Apps

Liveoak Review

Used daily for 1-2 years
Reviewed 2020-02-13
Review Source: Capterra

Pros
It makes it a lot easier to control our paperwork process and makes signing more accessible for the trustees, which makes the sales process quicker.

Cons
If you are setting up a room and you forget to add something or you use the wrong template, you have to make a whole new room vs being able to edit it, which is inefficient and ends up taking up more time then you're intending to spend on setting up paperwork.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 8/10

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Martyn Padden

Excellent. Live Oak are very supportive and always available to talk to.

Used daily for 6-12 months
Reviewed 2018-03-23
Review Source: Capterra

Enhanced controls environment Improved client experience (saving client, time, money, and hassle) Work reduction (able to close down cases quickly)

Pros
- Ease of use. Both clients and employees comment on how intuitive it is. - Audit function. Very important to certain businesses and vital for ongoing compliance. - Quality of video and document uploads. This provides additional comfort to the user. - The Live Oak team are excellent and listen to feedback, releasing updates frequently.

Cons
No issues.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Liveoak Technologies pricing

Pricing options
Free trial
Subscription
View Pricing Plans

Liveoak’s pricing varies by the size of the job and number of users or seats deployed. Contact Liveoak for detailed pricing information.

Liveoak Technologies features

Collaboration Tools
Document Storage

API (300 other apps)
Access Control (211 other apps)
Activity Dashboard (176 other apps)
Activity Tracking (135 other apps)
Automatic Notifications (180 other apps)
Chat (156 other apps)
Collaborative Workspace (215 other apps)
Commenting (195 other apps)
Customizable Branding (163 other apps)
Document Management (188 other apps)
Drag & Drop Interface (173 other apps)
File Management (137 other apps)
Permission Management (187 other apps)
Projections (145 other apps)
Reporting & Statistics (130 other apps)
Search Functionality (251 other apps)
Third Party Integration (211 other apps)
Workflow Management (137 other apps)

Videos and tutorials

Additional information for Liveoak Technologies

Key features of Liveoak Technologies

  • Chat / messaging
  • Audio / video conferencing
  • Sequential signing
  • Expiration date
  • Real-time collaboration
  • System audit reporting
  • Audit log
  • Document overview
  • Templates
  • Authentication
  • Mobile signature
  • Multi-party signing
  • Compliance management
  • Audit trail
  • Electronic signatures
  • Bank-grade security (SSL)
  • Record all session on data and keystrokes
  • File upload
  • Device-agnostic
  • Virtual meeting room
  • Forms library
  • Electronic document routing
  • CRM integration & data capture
  • Digital workflow
  • Omnichannel communication
  • CRM integration & data capture
  • Identity authentication (photo/video ID capture)
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Benefits

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.