--- description: Review of Liveoak Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Liveoak | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Collaboration Software](/directory/4138/collaboration/software) > [Liveoak](/software/139474/liveoak) # Liveoak Canonical: https://www.softwareadvice.co.uk/software/139474/liveoak Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.uk/software/139474/liveoak?page=2) > Liveoak is a collaboration management solution that helps banks and financial institutions offer products/services to customers and manage operations related to documents signing, data verification, agreement creation and more. Manager can assist customers with the entire document generation process through online screen sharing, conferencing, and other collaboration tools. Liveoak comes with an audit trail functionality, which automatically stores details about data alterations, keystrokes and shared documents/photos to ensure security against unauthorized access and data theft. The solution offers numerous features such as multi-platform access, synchronous form editing, web conferencing, file uploading, video attestation, virtual meetings and more. Additionally, organizations can capture and verify customer information using live electronic Signatures and client’s webcam. Liveoak facilitates data encryption using AWS security and supports integration with various customer relationship management (CRM) applications. Pricing is available on request and support is provided via phone, email, FAQs and other online measures. > > Verdict: Rated **4.4/5** by 52 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.4/5** | 52 Reviews | | Ease of Use | 4.3/5 | Based on overall reviews | | Customer Support | 4.4/5 | Based on overall reviews | | Value for Money | 4.4/5 | Based on overall reviews | | Features | 4.1/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Liveoak Technologies - **Location**: Austin, US - **Founded**: 2014 ## Commercial Context - **Starting Price**: US$50.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: Liveoak’s pricing varies by the size of the job and number of users or seats deployed. Contact Liveoak for detailed pricing information. - **Target Audience**: 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: United States ## Features - Access Controls/Permissions - CRM - Collaboration Tools - Communication Management - Conferencing - Content Management - Customer Engagement - Customisable Templates - Document Management - Document Storage - Feedback Management - File Sharing - Live Chat - Mobile Access - Onboarding - Project Management - Real Time Editing - Real-Time Data - Recording - Reminders ## Integrations (1 total) - Docusign ## Support Options - Email/Help Desk - FAQs/Forum - Phone Support - Chat ## Category - [Collaboration Software](https://www.softwareadvice.co.uk/directory/4138/collaboration/software) ## Related Categories - [Collaboration Software](https://www.softwareadvice.co.uk/directory/4138/collaboration/software) - [Customer Engagement Software](https://www.softwareadvice.co.uk/directory/508/customer-engagement/software) - [Conference Software](https://www.softwareadvice.co.uk/directory/4210/conference/software) - [Video Conferencing Software](https://www.softwareadvice.co.uk/directory/4531/video-conferencing/software) - [Web Conferencing Software](https://www.softwareadvice.co.uk/directory/3822/conference-calling/software) ## Alternatives 1. 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[Missive](https://www.softwareadvice.co.uk/software/299830/missive) — 4.9/5 (147 reviews) ## Reviews ### "Live Oak" — 4.0/5 > **Greg** | *13 February 2020* | Financial Services | Recommendation rating: 9.0/10 > > **Pros**: helps eliminate client errors on our forms > > **Cons**: I spend a lot of time prefilling data, that I could be doing something else. > > technology has definitely improved, less glitchy; faster and more functionally useful ----- ### "I have been using liveoak for over a year and find the system extremely easy to use and set up." — 4.0/5 > **Sarah** | *27 March 2018* | Banking | Recommendation rating: 8.0/10 > > **Pros**: Easy to arrange a conference and to edit should it need to be re-arranged. This all happens in 'real time' without lags which is great for my particular use of the system. > > **Cons**: You previously could have the clients video screen full frontal and take the pictures, the pictures would then populate above the full screen feature showing the client. This isn't available now, to view the captured images you need to shrink the video screen down in order to view the images. We work with the system in order to take face to face images of documents - being able to view the images and still talk to the camera was a much better layout. > > easy to use, can use snag-it and screenshots live with the software. Easy to navigate a non- techy client to allow camera and microphone access on their laptop/ computer to give them full access to liveoak ----- ### "Liveoak has empowered me to take better control of my business but it's not one size fits all." — 3.0/5 > **Brian** | *6 March 2018* | Recommendation rating: 7.0/10 > > **Pros**: I can cut out the advisor for the most part and work directly with clients. It takes the delay out of getting paperwork turned around as well as often times advisors will have forms signed and then just sit on them. > > **Cons**: It doesn't work everywhere. Some BDs have firewalls that prevent us from using it and nobody seems to ever know until I've created the room, prefilled stuff and got the advisor on the line who finds the issue. It also is not Iphone/smartphone compatible which makes it tough with construction companies and folks who work remotely. ----- ### "Excellent. Live Oak are very supportive and always available to talk to." — 4.0/5 > **Martyn** | *23 March 2018* | Banking | Recommendation rating: 10.0/10 > > **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. > > Enhanced controls environment Improved client experience (saving client, time, money, and hassle) Work reduction (able to close down cases quickly) ----- ### "LiveOak - End-User Review" — 4.0/5 > **Grant** | *7 December 2018* | Financial Services | Recommendation rating: 7.0/10 > > **Pros**: This software is very attractive to technology-oriented individuals, and makes getting signed paperwork easy especially with people that are rarely stationary\! > > **Cons**: Somewhat of a rigid structure that must be followed in order to set up the room to get sold case paperwork signatures. > > 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. ----- Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.uk/software/139474/liveoak?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/139474/liveoak) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data