Consulting Firm Client Site VPN Access Request

Streamline Client Site VPN Access for Consulting Firms

Managing VPN access for consultants working on client sites requires careful coordination between your firm, the client, and IT security teams. This Consulting Firm Client Site VPN Access Request template helps consulting firms, professional services organizations, and IT departments establish a secure, compliant process for granting remote access to client networks.

Why This Template Works for Consulting Firms

Whether you're a management consulting firm, IT services provider, or advisory practice, your consultants need timely access to client systems while maintaining proper documentation and compliance. This template captures everything you need: engagement details, client authorization, conflict checks, and security acknowledgments—all in one professional form.

The form references specific engagement letters to ensure access is tied to active projects, includes fields for client approval contact information, and incorporates conflict of interest disclosure to protect both your firm and your clients. It's designed for firms managing multiple client engagements simultaneously where access control and audit trails are essential.

Automate Your VPN Access Workflow

Once a consultant submits their VPN access request, you can use Stepper (stepper.io) to automate what happens next. Route the request to your IT security team for initial review, send an approval request to the client's IT manager, trigger conflict checks with your legal team, and automatically provision access once all approvals are received. Stepper keeps everyone in the loop and creates a complete audit trail without manual email chains.

For firms that need consultants to acknowledge security policies or sign access agreements, Papersign (papersign.com) lets you automatically generate and send eSignature documents based on form responses, ensuring every VPN user has formally agreed to your security terms before credentials are issued.

Built for Professional Services Teams

This template is ideal for consulting firms, advisory practices, managed service providers, and any professional services organization where consultants regularly need VPN access to client networks. It balances security requirements with the speed consulting teams need, while giving IT and compliance teams the documentation and controls they require.

Paperform integrates seamlessly with your existing IT service management tools, CRMs like HubSpot or Salesforce, and project management platforms, so every VPN request flows into your existing workflows. With conditional logic, you can show different questions based on access level or client type, and with Paperform's calculation engine, you can even automate access expiry dates based on engagement end dates.

Get started today and transform your VPN access process from scattered emails and spreadsheets into a streamlined, secure workflow that protects your firm and your clients.