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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

We help businesses build trust, close deals faster, and turn customers into passionate brand advocates. Liveoak is a virtual platform that allows customers to engage with them and offers new products and services that are not available elsewhere. Liveoak's cloud platform seamlessly integrates the best-in-class video conference, screen-sharing, data/ID capture, forms collaboration and eSignature capabilities. This allows your teams to provide white-glove customer service. To meet compliance standards, all session activity and data can be tracked and archived by each participant. Your customer-facing teams can be there to help at every stage of the process with online screen sharing, video conference and collaboration. Customers can collaborate with your team members to ensure that forms are completed and edited perfectly.

Description

Ensuring security and compliance in contemporary collaboration platforms is crucial for enterprises aiming to mitigate risks related to data exposure, security, and acceptable use during interactions. This approach enables organizations to effectively oversee what is shared, communicated, and documented throughout collaborative sessions. With cloud-based solutions that are quick and simple to integrate, businesses can facilitate safe collaboration across remote locations and a distributed workforce. Furthermore, aligning video conferencing and collaboration practices with security, risk, and compliance mandates empowers organizations to utilize modern communication tools without concern. Theta Lake offers a specialized compliance suite designed for the automatic identification of regulatory risks, streamlined compliance processes, and archiving solutions for video marketing, conferencing, and audio recordings. As the demand for video marketing and conferencing continues to surge, it coincides with a rise in regulatory requirements such as MiFID II, FCA, GDPR, FINRA, and FFIEC, highlighting the need for robust compliance measures. Consequently, companies can confidently embrace these communication technologies while adhering to necessary regulations.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Avaya Cloud Office No 
Cisco Webex No 
Dialpad Connect No 
Facebook No 
GoTo Meeting No 
Kaltura No 
Microsoft 365 No 
Microsoft OneDrive No 
Microsoft Teams No 
Red Box No 
RingCentral RingEX No 
RingCentral Video No 
Slack No 
VBrick No 
Videolicious No 
Vidyard No 
Vimeo No 
YouTube No 
Zoom Phone No 
Zoom Team Chat No 

Integrations

Avaya Cloud Office Yes 
Cisco Webex Yes 
Dialpad Connect Yes 
Facebook Yes 
GoTo Meeting Yes 
Kaltura Yes 
Microsoft 365 Yes 
Microsoft OneDrive Yes 
Microsoft Teams Yes 
Red Box Yes 
RingCentral RingEX Yes 
RingCentral Video Yes 
Slack Yes 
VBrick Yes 
Videolicious Yes 
Vidyard Yes 
Vimeo Yes 
YouTube Yes 
Zoom Phone Yes 
Zoom Team Chat Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Liveoak Technologies

Founded

2014

Country

United States

Website

www.liveoak.net

Vendor Details

Company Name

Theta Lake

Founded

2017

Country

United States

Website

thetalake.com

Product Features

Collaboration

Brainstorming Yes 
Calendar Management Yes 
Chat / Messaging Yes 
Contact Management No 
Content Management No 
Document Management Yes 
Project Management Yes 
Real Time Editing Yes 
Task Management No 
Version Control No 
Video Conferencing Yes 

Digital Signature

Audit Trail Yes 
Authentication Yes 
Auto Reminders Yes 
Customizable Templates Yes 
Document Analytics Yes 
Mobile Signature Yes 
Multi-Party Signing Yes 
Progress Tracking No 
Task Progress Tracking Yes 

Forms Automation

Approval Process Control Yes 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing Yes 
Drag & Drop No 
Full Text Search No 
Remote Document Access Yes 
Rules-Based Workflow No 
Text Editing Yes 
Version Control No 

Product Features

Compliance

Archiving & Retention Yes 
Artificial Intelligence (AI) No 
Audit Management Yes 
Compliance Tracking No 
Controls Testing No 
Environmental Compliance No 
FDA Compliance No 
HIPAA Compliance No 
ISO Compliance Yes 
Incident Management No 
OSHA Compliance No 
Risk Management Yes 
Sarbanes-Oxley Compliance No 
Surveys & Feedback No 
Version Control No 
Workflow / Process Automation No 

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