--- title: "Liveoak Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Liveoak Software - reviews, pricing plans, popular comparisons to other Video Conferencing products and more." source_url: "https://www.capterra.com/p/145292/Liveoak/" page_type: "product" language: "en" --- # Liveoak Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 10, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Liveoak ## What is Liveoak? Liveoak is a virtual customer engagement and business platform that enables your representatives to connect, engage and complete work with customers in a seamless way. Liveoak seamlessly combines modern conferencing, forms collaboration, e-Signature and efficient data/I.D. capture combined with bank-grade security and a complete System-of-Audit. Our mission is to create an engagement platform that allows large companies to do business in a virtual context. ## What is Liveoak used for? [Video Conferencing](https://www.capterra.com/video-conferencing-software/)[Collaboration](https://www.capterra.com/collaboration-software/)[Customer Engagement](https://www.capterra.com/customer-engagement-software/) Top alternative Featured Overall rating Based on 52 user reviews Reviews sentiment Positive 90% Neutral 8% Negative 2% Starting price $50 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Liveoak 4.4 (52) VS. [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price $50 Per User, Per Month Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.3 (52) Ease Of Use 4.5 (22,764) Value For Money 4.4 (39) Value For Money 4.3 (15,320) Customer Service 4.4 (40) Customer Service 4.4 (13,577) ## Liveoak alternatives [4.7 (267)](https://www.capterra.com/p/150695/Lucky-Orange/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars Highest Rated [Slack](https://www.capterra.com/p/135003/Slack/) [4.7 (24,209)](https://www.capterra.com/p/135003/Slack/reviews/) Starting price $8.75 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/135003/Slack/) [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) [4.2 (1,005)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/113540/Bitrix24/) [Front](https://www.capterra.com/p/132901/Front/) [4.5 (289)](https://www.capterra.com/p/132901/Front/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/132901/Front/) ## FAQs about Liveoak Overview ### What problems does Liveoak solve? Liveoak solves slow, error-prone paperwork and signature workflows by enabling real-time co-browsing, editable forms, remote signing, and audit trails in one interface. Sales teams, advisors, onboarding staff, and compliance-focused financial services teams use it to reduce missed signatures, shorten turnaround times, and avoid travel or scheduling bottlenecks. Answer based on 38 reviews Overview ### Which roles and teams benefit most from Liveoak? Liveoak is most used by internal sales consultants, wholesalers, and relationship managers who need secure, guided client conversations and faster document completion. Sales managers, business development leaders, and support teams use it to streamline remote meetings, improve follow-up, and keep financial services workflows compliant, efficient, and client-friendly. Answer based on 52 reviews Overview ### What company size and specific industries is Liveoak built for? Liveoak is designed for financial services, banking, and other regulated industries that manage complex, multi-step customer agreements and workflows. The target users are organizations of any size in sectors where compliance, documentation, and structured interactions are important. Features and Usability ### What are the key features of Liveoak? Liveoak includes core document workflows like electronic signatures, document templates, file sharing, and real-time editing. Differentiating features include room creation for guided signing sessions, cobrowsing with screen sharing, and audit trails. Reviewers also highlight video conferencing, text-based signature requests, and controls that reduce paperwork errors and speed onboarding. Answer based on 38 reviews Limitations ### Does Liveoak have bugs or performance issues? Liveoak works well for many signing and conferencing tasks, but reliability is a common concern. Many financial services teams mention browser slowdowns, session glitches, timeouts, and limited phone compatibility. Some users also run into firewall conflicts and document-loading issues, though others note the platform has become faster and less glitchy over time. Answer based on 23 reviews Integrations ### Which third-party tools and platforms does Liveoak integrate with? Liveoak integrates with Docusign for document signing and workflow connectivity. Answer based on 4 reviews Getting Started and Support ### What training and onboarding options does Liveoak offer? Liveoak provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars offer scheduled group learning, documentation gives written reference material, and videos provide self-paced viewing. Getting Started and Support ### What customer support options does Liveoak offer? Liveoak provides email/help desk, FAQ/forum, phone support, and chat. Users describe the support team as professional and helpful during onboarding and workflow setup, with customer service often standing out. Some note that complex paperwork setups require more back-and-forth to find the right process. Answer based on 2 reviews Features and Usability ### How easy is it to create and edit rooms in Liveoak? Liveoak makes initial room setup fairly quick, but editing after creation is a frequent pain point. Many teams like the fast setup, shared document access, and prefilled paperwork, while advisors and operations staff often find rooms too rigid because adding documents, changing participants, or fixing template mistakes can require rebuilding the room. Answer based on 21 reviews ## Features AI summary Based on 9,844 Video Conferencing reviews Capterra reviewers highlight these as the features that matter most when choosing video conferencing software: - **Two-Way Audio & Video** (**65%** of reviewers rated this feature as critical) - **Communication Management** (**59%**) - **Chat/Messaging** (**64%**) Liveoak includes **Communication Management**. However, it does not offer **Two-Way Audio & Video** or **Chat/Messaging**. Its support for **Communication Management** gives teams a central way to handle interactions, keep conversations organized, and maintain clearer coordination across customer or internal communications, helping businesses manage communication workflows more effectively. Access Controls/Permissions Define levels of authorization for access to specific files or systems Collaboration Tools Provides a channel for team members to share AI models, media files, communicate, and work together Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Customer Engagement Initiate interactions with customers by proactively starting conversations or providing informational content Liveoak 26 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - Live Chat: Ability to chat online in real time - Mobile Access: Access software remotely via mobile devices - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Real Time Editing: Preview and make real-time changes in the web content - Real-Time Data: Receive data and information in real time - Recording: Record live video calls to play later - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Screen Sharing: Digitally share screen view with others - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Task Progress Tracking: Track the status and progress of tasks - Usage Tracking/Analytics: Track and interpret metrics on the usage of company resources - Version Control: Track revisions and updates made to files and navigate between different versions - Video Conferencing: Connect with meeting participants remotely over video - Video Support: Supports various video file formats --- Get Advice We can help you find the software with the features you need. Features 4.1 (52) 4.1 Based on 52 reviews ## Pricing Value for money 4.4 (39) Free Trial Basic $50.00 Per User,Per Month Value for money 4.4 (39) 4.4 Based on 39 reviews ## Integrations [ Docusign](https://www.capterra.com/p/121506/Docusign/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.4 (40) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.4 (40) 4.4 Based on 40 reviews ## User reviews Overall rating 4.4 Based on 52 reviews Filter by rating 5(26) 4(21) 3(4) 2(1) 1(0) Mentioned topic Sorted by most recent ZK Zafer K. Managing Director Medical Devices ### "Modern video conferencing " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 9, 2022 Pros Liveoak makes it possible for us to have an excellent video conferencing experience in our internal meetings. Cons We do not have any negative experience with Liveoak, for that reason nothing to write here. Switched from [BigBlueButton](https://www.capterra.com/p/162664/BigBlueButton/) Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MS Matthew S. Internal Sales Consultant Financial Services ### "Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 March 9, 2020 Pros Its quick to set up a Liveoak "Room" with customized paperwork. In a matter of minutes a client or advisor can electronically fill out paperwork. I find the turnaround time to be extremely efficient for my job. Also, I very rarely get questions for how to use the software. It is very intuitive and reliable. Cons Sometimes the page does not fit on one screen. I think re-engineering the display would help advisors and clients who are viewing contract paperwork on a small laptop. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. MS Matthew S. Internal Sales Consultant Financial Services ### "LiveOak Review" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 5/10 February 19, 2020 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) Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MF Michael F. Internal Sales Financial Services ### "Too Rigid" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 5/10 February 18, 2020 Pros It expedites our paperwork process Cons It is WAY TOO RIGID for digital paperwork. It doesn't allow to add key signors after you enter them initially, which makes scheduling impossible. Also cannot change form formats if the wrong template is chosen. WAY TOO RIGID Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. PM Patrick M. Internal Sales Consultant Financial Services ### "Liveoak Review " 2.0 Overall Rating 2.0 2.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 3.0 3.0 Likelihood to Recommend 5/10 February 18, 2020 Pros Ease of prefilling paperwork, and the time it takes to create a room has improved Cons Ability to add/remove documents after room is set up for prefill, stability of software during signing of documents, and kicking participants out during signing Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. WH Warren H. Internal Wholesaler Financial Services ### "Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 February 18, 2020 Pros Fast and Effective with signing multiple people at the same time Cons some technical issues with loading outside files Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MT Mario T. ISC Investment Management ### "Live oak evolution" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 February 13, 2020 Pros Gets paperwork done quicker and more accurately Cons unable to change forms once room is created Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. CA Casey A. Internal Sales Consultant Financial Services ### "Liveoak Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 February 13, 2020 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DC David C. Internal Sales Consultant Financial Services ### "Making Customer Experiences Great Again" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 13, 2020 I enjoy using Liveoak. It's easy, interactive, and my customers have great experiences using it. Pros The ease of use for my clients (and for me). Cons I can't really think of any cons at the moment. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BB Ben B. ISC Financial Services ### "Live Oak Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 February 13, 2020 Pros How easy it makes gathering paperwork with our clients. Cons The worst part is that it seems to be not working in most needed situations. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. [View all Reviews](https://www.capterra.com/p/145292/Liveoak/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.