Liveoak Technologies Pricing, Features, Reviews & Comparison of Alternatives

Liveoak Technologies

We help you get virtual business done™

4.47/5 (32 reviews)

Liveoak Technologies overview

Livoeak'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™.


Pricing options
Free trial
Value for money
View Pricing Plans


Business size



United States

Supported languages

Liveoak Technologies screenshot: Conference and synchronously edit applications and agreements in real-time with your customers. Liveoak Technologies Feature DemoLiveoak 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
Ease of use
Customer support

Technology that makes signing ppwk hassle free and more efficient by leveraging virtual solutions.

Used daily for 2+ years
Reviewed 2018-03-06
Review Source: Capterra

Allows flexibility to coordinating schedules between multiple parties, easy ways to process paperwork without having errors and full audit trails. The client also gets an experience that makes them feel like they are with a company that is investing in technology and helping them be more efficient. LO has an excellent team and support to go along with a product that is truly an innovator in this space.

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Game changer for our business

Used daily for 1-2 years
Reviewed 2018-12-06
Review Source: Capterra

When we launched electronic signature for our business, we had very low adoption rates among users because it wasn't necessarily intuitive and the process was a bit clunky. Using Liveoak has made it easy for our users, and given us that extra edge over our competitors due to the fantastic cobrowsing/editing capabilities that allow us to quickly and easily complete what can otherwise be very complicated and lengthy paperwork.The cobrowsing and editing feature to complete paperwork for our new clients has been a game changer for us. With Liveoak, we can ensure that paperwork is in good order and easily launch into the e-signing process, making for a smooth onboarding process for our clients.

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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.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.

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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)- 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.

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Grant Hutton

LiveOak - End-User Review

Used daily for 1-2 years
Reviewed 2018-12-07
Review Source: Capterra

Exponentially accelerating the speed at which client-signed paperwork can be collected, also allowing for extreme flexibility in the environment which the client can be in when signing.This software is very attractive to technology-oriented individuals, and makes getting signed paperwork easy especially with people that are rarely stationary!

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Liveoak Technologies pricing

Pricing options
Free trial
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
SSL Security

API (192 other apps)
Access Control (136 other apps)
Activity Dashboard (92 other apps)
Activity Tracking (84 other apps)
Automatic Notifications (119 other apps)
Chat (109 other apps)
Collaborative Workspace (140 other apps)
Commenting (132 other apps)
Communication Management (85 other apps)
Customizable Branding (94 other apps)
Drag & Drop Interface (109 other apps)
File Management (95 other apps)
Instant Messaging (82 other apps)
Permission Management (122 other apps)
Projections (112 other apps)
Search Functionality (164 other apps)
Third Party Integration (117 other apps)

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)
View All Features


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.