Liveoak
About Liveoak
Liveoak Pricing
Liveoak’s pricing varies by the size of the job and number of users or seats deployed. Contact Liveoak for detailed pricing information.
Starting price:
$50.00 per month
Free trial:
Available
Free version:
Not Available
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Most Helpful Reviews for Liveoak
1 - 5 of 52 Reviews
Adam
Verified reviewer
Financial Services
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2018
Liveoak has created a seamless way to edit documents with clients to have them sign via DocuSign
It has drastically reduced the time it takes to get completed paperwork back from clients and has eliminated errors or missed signature sections.
PROSVery easy to use, quickly editable and reduces the time required to get multiple sets of paperwork signed.
CONSOnce 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.
Anonymous
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed March 2018
Technology that makes signing ppwk hassle free and more efficient by leveraging virtual solutions.
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.
CONSSome of the functionality is evolving still - LO has already came so far in the last year alone and some of the features we spoke about early on during set up are now being implemented and used in live scenarios. I think one of the biggest hurdles that could arise when onboarding a new firm that would like to use Liveoak is when that specific company's ppwk is complex - they will need to find the right team to figure out the "work flow" that would make the best sense for that particular company and the processes they have in place for ppwk processing. It makes it slightly harder to scale this type of technology with multiple firms and different paperwork. Not many people realize the front end work and time that goes into finding the right "work flow" for each different paperwork scenario. I think LO is on the right track and have already made tremendous strides in the technology that they offer and I'm excited to see it continue to grow. They have always exceled in customer service and support and that itself differentiates their company from others.
Matthew
Financial Services, 501-1,000 employees
Used daily for less than 2 years
OVERALL RATING:
3
EASE OF USE
3
CUSTOMER SUPPORT
1
FUNCTIONALITY
2
Reviewed February 2020
LiveOak Review
the ability to sign paperwork electronically and quickly review that paperwork with a client to address any questions they have.
PROSWhat 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.
CONSThere 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)
Anonymous
10,000+ employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2018
Game changer for our business
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.
PROSThe 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.
CONSInitially there have been limitations in what it can do as far as the actual document tagging (in comparison to Docusign, for example), but the Liveoak team has actively worked with us to continue to enhance their capabilities.
Zafer
Medical Devices, 10,000+ employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2022
Modern video conferencing
Liveoak makes it possible for us to have an excellent video conferencing experience in our internal meetings.
CONSWe do not have any negative experience with Liveoak, for that reason nothing to write here.