Oaklaw Consultancy

A previous consultant left them with a system nobody understood — and £40,000 in invoices they didn’t know they were owed.

Oaklaw Consultancy provides specialist medico-legal services in gynaecology and obstetrics. They’re led by a surgeon, author, and academic. Their back-end operations were a mess they’d inherited and never quite recovered from.

What Wael said:

“Charlie was amazing in organising my workflow from A to Z. The system he created has not only streamlined my processes but made me feel good creating the content — it doesn’t feel like work anymore.”

Simplifying digital infrastructure not only cut annual software spend but also gave Oaklaw the operational clarity to strengthen its financial position. This improved visibility supported their ability to focus on core medico-legal services and sustain long-term growth.

The situation

A previous provider had migrated them away from Microsoft 365 into ClickUp. It didn’t work for them. Tasks were getting missed. Invoices were being overlooked. They were paying £3,600–£4,800 a year for software that was creating more confusion than it solved — while still paying for Microsoft 365 on top of it.

The team was stressed, reactive, and couldn’t see the full picture of their own business.

What Charlie did

• Started with the director’s personal workflow — connecting his research tools and building a Notion system that actually made sense for how he works
• Built him a personal website in WordPress
• Rebuilt their task and project tracking inside Microsoft 365 — the tools they already owned and were already paying for
• Restored Microsoft Teams as the communication hub and retired ClickUp entirely
• Trained the team so they could actually use the system going forward
• Handed off cleanly to a local IT provider for ongoing managed services when the engagement was complete

The result

Unnecessary software costs cut. Daily firefighting reduced. And with actual visibility into their operations for the first time, Oaklaw identified over £40,000 in invoices that had been sitting there, overlooked.

“There is nothing too difficult for him.”