Summary

Created a lightweight visual mock for the RingCentral Matter recipient selector. The purpose was to clarify that the selector should not add category layers. It should be one flat dropdown of real Matter-related people and organizations, each with role and phone number.

What Was Created

• Collapsed-state mock: /Users/samaguiar/Documents/Projects/admin/mockups/ringcentral-recipient-selector/index.html.
• Expanded-state mock: /Users/samaguiar/Documents/Projects/admin/mockups/ringcentral-recipient-selector/expanded.html.
• Collapsed screenshot: /Users/samaguiar/Documents/Projects/admin/mockups/ringcentral-recipient-selector/ringcentral-recipient-selector-mock.png.
• Expanded screenshot: /Users/samaguiar/Documents/Projects/admin/mockups/ringcentral-recipient-selector/ringcentral-recipient-selector-expanded.png.

Design Decision

Use a standard one-level selector at the top of the RingCentral Matter panel. The selected row becomes the target for both Call and SMS. Options should be direct records, not categories. Example rows:

• Tanner Hobbs, Client, (502) 492-7300.
• Lauren Hobbs, Secondary Contact, (502) 822-4456.
• Samantha Jones, Bodily Injury Adjuster, (502) 813-8900.
• Leslee Ahrend, Claims Representative, (213) 478-6365.
• State Farm Claims, Carrier Contact, (800) 555-0110.
• Other / N/A / Create new, for anyone not already on the Matter.

QA

Rendered both mock states through Playwright after installing the missing Playwright Chromium browser binary. Verified by viewing the screenshots locally.

Handoff

For implementation, validate the real source fields in Litify first, then build the flat dropdown into the existing litifyRingCentralPanel pattern. Use Browser or Playwright on a real Matter page before signoff. Preserve SMS Magic records and history, and keep RingCentral as the live action surface with Litify Notes/history as the durable record trail.