Summary

Sam clarified the RingCentral/SMS Magic direction. The priority is not AI Receptionist or AIR Pro right now. The real priority is the Litify interface with RingCentral: easy calling, easy messaging, AI-generated call summaries attached to the Matter as Notes, transcripts attached to the Matter as Notes/files, cell phone app functionality/sync, and notifications for new messages and voicemails.

What Was Updated

• admin/handoffs/HANDOFF-ringcentral-matter-tab-important-details-2026-05-01.md
• admin/handoffs/HANDOFF-sms-magic-retirement-ringcentral-v2-2026-05-12.md
• admin/_qa-queue/2026-05-12.md

Live Read-Only Evidence

• RingSense summary Tasks in the last 30 days: 4,137.
• RingCentral call Tasks in the last 30 days where rcsfl__RC_Logging_Type__c = 'call': 6,992.
• Recent paired Task shape includes [RingSense] ... summary Tasks with Task.CallObject starting RS~..., and call Tasks with the underlying telephony session id.
• A quick Note / ContentVersion title search did not prove matching summary/transcript attachment paths, so the next agent should verify the actual object/path before assuming summaries/transcripts already land correctly on Matters.

Handoff Priority Now Captured

Rank work as:

1. Make calling from Matter/Intake easy and obvious.
2. Make messaging from Matter/Intake easy and obvious.
3. Verify or improve RingCentral AI-generated call summary attachment to the correct Matter.
4. Verify or improve transcript attachment to the correct Matter.
5. Preserve RingCentral cell phone app functionality and Litify syncing.
6. Verify staff notifications for new messages and voicemails.
7. Retire staff-facing SMS Magic only after the RingCentral path works and historical records remain preserved.